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Erin Kerr

Choate Investment Advisors

Assets Managed
$5.11B
Holdings
438
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
0.29%(2Q avg: 2.84%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choate Investment Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 438 positions.

Assets under management

The assets under management (AUM) of Choate Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.11B in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 2.84%. The portfolio is managed by Erin Kerr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.48%
32.95%
$1.683B
2.577M shares@ $653.22 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 5.14%
4.61%
$235.249M
2.205M shares@ $106.68 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 4.32%
4.57%
$233.171M
3.105M shares@ $75.11 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7363.11%
3.85%
$196.659M
2.819M shares@ $69.76 avg price
OAKM
Oakmark Us Large Cap Etf
Recent Activity
Decreased -32.48%
3.29%
$167.984M
6.094M shares@ $27.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.15%
3.11%
$158.429M
624,254 shares@ $253.79 avg price
SPYX
Spdr S&p 500 Fossil Fuel Res
Recent Activity
Decreased -0.15%
2.47%
$126.094M
2.378M shares@ $53.03 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.2%
2.36%
$120.189M
324,686 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.67%
2.2%
$111.917M
641,725 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.2%
1.93%
$98.599M
473,418 shares@ $208.28 avg price

1-10 of 438