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
251
$573K 0.01%
5,142
-10
252
$573K 0.01%
11,028
253
$572K 0.01%
2,557
+1,183
254
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-300
255
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6,759
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256
$562K 0.01%
7,986
+1,420
257
$562K 0.01%
2,673
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258
$561K 0.01%
+796
259
$542K 0.01%
14,235
+1,330
260
$538K 0.01%
23,615
-2
261
$537K 0.01%
+4,988
262
$537K 0.01%
5,832
263
$534K 0.01%
4,833
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264
$524K 0.01%
5,339
-2,978
265
$523K 0.01%
4,327
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266
$519K 0.01%
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267
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268
$505K 0.01%
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269
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5,177
270
$492K 0.01%
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271
$484K 0.01%
2,550
-126
272
$484K 0.01%
+12,000
273
$481K 0.01%
+3,719
274
$477K 0.01%
7,005
275
$471K 0.01%
9,517
9 10
11
12 13