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
$3.92B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$22.3M
3
+$21.1M
4
FISV
Fiserv Inc
FISV
+$6.75M
5
PGR icon
Progressive
PGR
+$5.87M

Top Sells

1
+$174M
2
+$11.6M
3
+$6.85M
4
SCHW icon
Charles Schwab
SCHW
+$4.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.47M

Sector Composition

1 Technology 12.73%
2 Healthcare 6.12%
3 Financials 5.74%
4 Consumer Discretionary 5.1%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.22M 0.03%
3,670
+268
177
$1.21M 0.03%
5,121
-4,750
178
$1.19M 0.03%
5,265
179
$1.18M 0.03%
3,754
-225
180
$1.17M 0.03%
20,229
-71
181
$1.16M 0.03%
11,468
-34,238
182
$1.16M 0.03%
3,890
+169
183
$1.15M 0.03%
5,537
+44
184
$1.14M 0.03%
4,149
+9
185
$1.12M 0.03%
1,772
-14
186
$1.12M 0.03%
8,331
187
$1.11M 0.03%
13,755
-221
188
$1.11M 0.03%
2,238
+39
189
$1.09M 0.03%
21,518
+52
190
$1.08M 0.03%
26,522
+5,520
191
$1.08M 0.03%
10,964
-330
192
$1.06M 0.03%
5,586
-855
193
$1.06M 0.03%
23,533
-2,224
194
$1.04M 0.03%
2,052
+8
195
$1.03M 0.03%
9,901
+198
196
$1M 0.03%
1,764
-98
197
$997K 0.03%
12,220
+70
198
$996K 0.03%
3,783
199
$994K 0.03%
13,895
200
$983K 0.03%
4,500
6 7
8
9 10