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
201
$531K 0.02%
308,697
202
$511K 0.02%
2,609
+273
203
$510K 0.02%
2,414
+1,280
204
$509K 0.02%
2,790
+159
205
$497K 0.02%
4,536
206
$497K 0.02%
5,090
+1,212
207
$495K 0.02%
14,513
+3,840
208
$477K 0.02%
2,136
+130
209
$472K 0.02%
5,010
210
$468K 0.02%
4,138
+1,526
211
$457K 0.02%
28,626
+6,026
212
$449K 0.02%
2,284
+173
213
$446K 0.02%
6,627
214
$445K 0.02%
4,996
-23
215
$444K 0.02%
2,656
+37
216
$437K 0.02%
1,556
+8
217
$436K 0.02%
43,746
218
$435K 0.02%
10,385
219
$433K 0.02%
5,923
220
$427K 0.02%
7,600
221
$422K 0.02%
9,312
+2,039
222
$403K 0.02%
2,470
223
$388K 0.02%
2,295
+60
224
$375K 0.02%
522
+128
225
$371K 0.02%
+1,928
7 8
9
10 11