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
$1.65B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$38.7M
3
+$25M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
NKE icon
Nike
NKE
+$1.64M

Top Sells

1
+$64.3M
2
+$9.52M
3
+$2.2M
4
LLY icon
Eli Lilly
LLY
+$2.04M
5
RGA icon
Reinsurance Group of America
RGA
+$1.96M

Sector Composition

1 Technology 7.62%
2 Healthcare 5.22%
3 Financials 3.77%
4 Industrials 3.48%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.01%
1,203
252
$202K 0.01%
2,386
-16,517
253
$201K 0.01%
20,362
254
$201K 0.01%
8,418
255
$189K 0.01%
2,250
-90
256
$186K 0.01%
12,630
+2,952
257
$180K 0.01%
14,483
-24
258
$174K 0.01%
13,726
259
$165K 0.01%
1,406
260
$165K 0.01%
12,800
261
$157K 0.01%
1,033
262
$147K 0.01%
5,978
-7,206
263
$132K 0.01%
1,330
264
$128K 0.01%
1,085
265
$128K 0.01%
1,400
266
$125K 0.01%
2,119
+1,654
267
$121K 0.01%
+1,693
268
$101K 0.01%
+735
269
$101K 0.01%
1,250
270
$100K 0.01%
12,329
271
$96K 0.01%
+1,255
272
$89K 0.01%
1,921
273
$85K 0.01%
+2,392
274
$84K 0.01%
488
275
$82K 0.01%
2,625
9 10
11
12 13