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
$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
FI icon
Fiserv
FI
+$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
1
$1.59B 40.54%
2,756,635
+36,507
2
$150M 3.83%
1,382,615
+205,584
3
$132M 3.36%
566,074
+7,029
4
$128M 3.26%
297,210
+953
5
$126M 3.21%
2,667,999
-13,545
6
$94.5M 2.41%
778,048
-56,381
7
$79.1M 2.02%
424,459
+15,145
8
$53.6M 1.37%
132,193
+4,144
9
$52.5M 1.34%
316,439
+2,755
10
$52.4M 1.34%
91,390
-362
11
$51.2M 1.3%
437,575
+20,255
12
$50.6M 1.29%
95,981
+66,952
13
$41.8M 1.07%
241,649
+1,042
14
$35.7M 0.91%
213,593
+6,913
15
$35.5M 0.9%
198,059
-971,955
16
$31.7M 0.81%
195,939
-3,301
17
$31M 0.79%
67,287
+189
18
$28.4M 0.73%
158,109
+37,492
19
$28.3M 0.72%
103,002
+2,018
20
$27.7M 0.71%
97,885
21
$27.1M 0.69%
121,610
22
$25.3M 0.64%
43,202
+9,792
23
$25.2M 0.64%
40,749
+4,639
24
$23.9M 0.61%
202,794
+22,643
25
$23.8M 0.61%
112,907
+997
1
2 3 4 5