CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$28.8M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.9M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$12.5M
2
+$7.4M
3
+$2.48M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M

Sector Composition

1 Technology 8.87%
2 Healthcare 4.73%
3 Financials 4.47%
4 Industrials 3.86%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$595K 0.02%
15,360
+114
227
$589K 0.02%
191
+72
228
$585K 0.02%
13,268
+637
229
$584K 0.02%
1,848
+210
230
$580K 0.02%
10,402
+113
231
$569K 0.02%
+3,944
232
$533K 0.02%
4,906
+370
233
$525K 0.02%
34,951
+6,325
234
$523K 0.02%
2,795
+511
235
$519K 0.02%
631
+109
236
$511K 0.02%
7,600
237
$510K 0.02%
16,572
+2,059
238
$508K 0.02%
5,859
+323
239
$507K 0.02%
7,317
+978
240
$506K 0.02%
4,700
241
$505K 0.02%
+16,585
242
$503K 0.02%
4,576
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243
$499K 0.02%
+2,649
244
$496K 0.02%
3,558
+1,331
245
$490K 0.02%
13,152
+4,187
246
$486K 0.02%
+7,542
247
$469K 0.02%
1,640
+84
248
$466K 0.02%
28,038
+15,408
249
$444K 0.02%
5,010
250
$443K 0.02%
1,723
+426
8 9
10
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