Choate Investment Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CI Choate Investment Advisors | Institutional Filer | ▲ 0.28% | $5.11B | 438 |
Current Portfolio Holdings
Showing all 438 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 2.6M | $1.68B | 32.94% |
| 2 | GVI | ISHARES TR | — | 2.2M | $235.2M | 4.60% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3.1M | $233.2M | 4.56% |
| 4 | IEMG | ISHARES INC | — | 2.8M | $196.7M | 3.85% |
| 5 | OAKM | HARRIS OAKMARK ETF TRUST | — | 6.1M | $168.0M | 3.29% |
| 6 | AAPL | Apple Inc. | Technology | 624K | $158.4M | 3.10% |
| 7 | SPYX | SPDR SERIES TRUST | — | 2.4M | $126.1M | 2.47% |
| 8 | MSFT | Microsoft Corporation | Technology | 325K | $120.2M | 2.35% |
| 9 | NVDA | NVIDIA Corporation | Technology | 642K | $111.9M | 2.19% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 473K | $98.6M | 1.93% |
| 11 | GOOGL | Alphabet Inc. | Technology | 297K | $85.5M | 1.67% |
| 12 | MUB | ISHARES TR | — | 718K | $76.2M | 1.49% |
| 13 | GOOG | Alphabet Inc. | Technology | 219K | $62.9M | 1.23% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 92K | $60.0M | 1.17% |
| 15 | VTI | VANGUARD INDEX FDS | — | 170K | $54.5M | 1.07% |
Showing 1 to 15 of 438 holdings