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
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$28.9M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$119M
2
+$25.9M
3
+$7.96M
4
AMAT icon
Applied Materials
AMAT
+$4.83M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.85%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.03%
21,100
-50
177
$1.21M 0.03%
6,127
-125
178
$1.19M 0.03%
18,715
-1,025
179
$1.19M 0.03%
14,129
-100
180
$1.19M 0.03%
+5,807
181
$1.19M 0.03%
15,225
+3
182
$1.18M 0.03%
2,199
-12
183
$1.15M 0.03%
9,450
-408
184
$1.15M 0.03%
6,441
185
$1.15M 0.03%
8,080
-172
186
$1.15M 0.03%
3,979
-105
187
$1.13M 0.03%
26,998
+1,182
188
$1.13M 0.03%
5,302
+988
189
$1.11M 0.03%
10,058
+1,650
190
$1.1M 0.03%
2,042
+82
191
$1.1M 0.03%
11,643
192
$1.1M 0.03%
1,972
-293
193
$1.1M 0.03%
2,092
194
$1.1M 0.03%
5,265
195
$1.07M 0.03%
8,240
+464
196
$1.05M 0.03%
17,290
-1,250
197
$1.02M 0.03%
7,815
-462
198
$1.02M 0.03%
4,016
+1,000
199
$1.02M 0.03%
12,585
+8
200
$1.02M 0.03%
10,125
-10,150
6 7
8
9 10