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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 $4,612,262,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,659,916 $1,651,541,844 35.81%
2.
Harris Oakmark Etf Trust
 9,292,332 $238,627,086 5.17%
3.
Ishares Tr
 1,739,491 $175,149,387 3.8%
4.
Microsoft Corp
 MSFT 319,501 $158,923,126 3.45%
5.
Ishares Tr - NATIONAL MUN ETF
 1,304,995 $136,345,878 2.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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