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
251
$436K 0.02%
19,620
-99
252
$435K 0.02%
10,339
+1,027
253
$434K 0.02%
3,029
+373
254
$425K 0.02%
+4,785
255
$424K 0.02%
43,746
256
$423K 0.02%
3,771
+25
257
$422K 0.02%
2,218
+426
258
$422K 0.02%
+5,906
259
$420K 0.02%
5,229
+233
260
$417K 0.02%
+4,153
261
$414K 0.02%
10,385
262
$413K 0.02%
+702
263
$412K 0.02%
6,146
+223
264
$405K 0.02%
+7,860
265
$403K 0.02%
3,642
-10,588
266
$401K 0.02%
308,697
267
$399K 0.02%
2,985
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268
$394K 0.02%
2,470
269
$382K 0.02%
5,893
+2,084
270
$374K 0.01%
+6,169
271
$371K 0.01%
1,826
+145
272
$362K 0.01%
2,295
273
$360K 0.01%
+22,302
274
$357K 0.01%
2,098
-38
275
$350K 0.01%
5,010
9 10
11
12 13