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
251
$92K 0.01%
2,625
252
$89K 0.01%
311
253
$86K 0.01%
488
254
$83K 0.01%
850
-2,762
255
$82K 0.01%
1,356
-5,565
256
$72K ﹤0.01%
820
257
$70K ﹤0.01%
1,290
258
$68K ﹤0.01%
1,258
+702
259
$67K ﹤0.01%
572
260
$65K ﹤0.01%
+10,000
261
$63K ﹤0.01%
1,345
-83
262
$52K ﹤0.01%
670
263
$51K ﹤0.01%
1,350
264
$49K ﹤0.01%
730
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265
$44K ﹤0.01%
385
266
$43K ﹤0.01%
900
267
$41K ﹤0.01%
424
268
$33K ﹤0.01%
624
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269
$28K ﹤0.01%
730
-80
270
$27K ﹤0.01%
405
271
$27K ﹤0.01%
805
272
$23K ﹤0.01%
320
-25
273
$22K ﹤0.01%
190
274
$18K ﹤0.01%
244
275
$16K ﹤0.01%
+562