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
$1.65B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$3.77M
3 +$2.62M
4
ILMN icon
Illumina
ILMN
+$982K
5
BAC icon
Bank of America
BAC
+$801K

Sector Composition

1 Technology 7.98%
2 Healthcare 4.01%
3 Financials 3.71%
4 Industrials 3.6%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$231K 0.01%
3,735
227
$228K 0.01%
5,844
-50
228
$228K 0.01%
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229
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-6,562
230
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+2,410
231
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232
$217K 0.01%
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233
$214K 0.01%
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234
$209K 0.01%
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-2,745
235
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236
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237
$174K 0.01%
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238
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240
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241
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243
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245
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246
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1,400
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248
$107K 0.01%
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249
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3,446
-2,425
250
$98K 0.01%
+50,000