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Home > Institutional Investor > Choate Investment Advisors > Profile

Instuitional Investor - Choate Investment Advisors

Fund Profile
Filing Period:
Fund Name: Choate Investment Advisors
Portfolio Value $4,159,769,059
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,818,522 $1,659,207,531 39.88%
2.
Apple Inc.
 AAPL 596,564 $149,378,223 3.59%
3.
Ishares Tr - NATIONAL MUN ETF
 1,272,175 $135,550,246 3.25%
4.
Microsoft Corp
 MSFT 305,058 $128,600,807 3.09%
5.
Spdr Ser Tr - SPDR S&P 500 ETF
 2,604,298 $125,396,934 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)