CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$33.5M
3
+$17.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
AAPL icon
Apple
AAPL
+$6.4M

Top Sells

1
+$127M
2
+$18.5M
3
+$16.2M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$2.53M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.99M

Sector Composition

1 Technology 8.41%
2 Healthcare 4.31%
3 Financials 4%
4 Industrials 3.66%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$709K 0.03%
15,187
177
$697K 0.03%
+10,950
178
$684K 0.03%
5,352
+2,214
179
$684K 0.03%
22,056
180
$661K 0.03%
7,745
+4,779
181
$658K 0.03%
+10,240
182
$647K 0.03%
5,536
+18
183
$644K 0.03%
2,838
-22
184
$636K 0.03%
6,139
+1,752
185
$633K 0.03%
4,730
-71
186
$631K 0.03%
7,794
+2,958
187
$619K 0.03%
26,686
+11,558
188
$608K 0.03%
8,339
+1,283
189
$598K 0.03%
6,339
+527
190
$585K 0.02%
1,277
+81
191
$581K 0.02%
10,289
+496
192
$571K 0.02%
3,292
+140
193
$570K 0.02%
1,638
+10
194
$567K 0.02%
3,089
+246
195
$564K 0.02%
12,631
+401
196
$562K 0.02%
19,719
+760
197
$551K 0.02%
7,152
198
$545K 0.02%
3,746
+222
199
$538K 0.02%
15,246
+2,748
200
$533K 0.02%
4,700
6 7
8
9 10