CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
1
$862M 36.04%
1,933,795
+503,910
2
$301M 12.58%
2,011,440
+3,697
3
$135M 5.63%
1,260,857
+162,733
4
$117M 4.91%
2,381,037
+225,535
5
$113M 4.73%
3,128,007
-510,546
6
$72.3M 3.02%
372,727
+32,977
7
$55.3M 2.31%
162,515
+11,829
8
$37.9M 1.58%
312,367
9
$34.1M 1.43%
77,038
-363
10
$33.5M 1.4%
342,167
+341,655
11
$20.3M 0.85%
59,496
+1,327
12
$18.1M 0.76%
58,154
+9,844
13
$16.9M 0.71%
129,580
+14,550
14
$15.5M 0.65%
106,890
+9,368
15
$15.1M 0.63%
99,501
+7,385
16
$14.4M 0.6%
120,129
+10,827
17
$14M 0.58%
27
+10
18
$13.2M 0.55%
121,521
+7,801
19
$13.2M 0.55%
79,544
+11,330
20
$13M 0.54%
107,198
+4,768
21
$11.1M 0.46%
111,387
-1,275,946
22
$10.8M 0.45%
254,807
-2,380
23
$9.82M 0.41%
91,577
+4,560
24
$9.75M 0.41%
72,375
+9,606
25
$9.08M 0.38%
157,304
1
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