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
$4.16B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$36.4M
3
+$7.63M
4
MSCI icon
MSCI
MSCI
+$7.62M
5
PGR icon
Progressive
PGR
+$6.72M

Top Sells

1
+$11.8M
2
+$9.48M
3
+$7.65M
4
NKE icon
Nike
NKE
+$7.55M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.49M

Sector Composition

1 Technology 13.09%
2 Financials 6.01%
3 Healthcare 5.3%
4 Consumer Discretionary 5.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$702K 0.02%
5,360
+3,754
227
$702K 0.02%
2,992
+169
228
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9,078
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229
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230
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+1,417
231
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7,391
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232
$680K 0.02%
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233
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11,336
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234
$677K 0.02%
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235
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236
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237
$661K 0.02%
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238
$653K 0.02%
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239
$648K 0.02%
12,389
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240
$647K 0.02%
9,873
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242
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3,150
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243
$616K 0.01%
1,268
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244
$606K 0.01%
478
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245
$601K 0.01%
2,470
246
$595K 0.01%
3,992
-1,451
247
$593K 0.01%
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248
$588K 0.01%
25,812
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249
$583K 0.01%
6,025
250
$581K 0.01%
4,974
-734
8 9
10
11 12