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
276
$78K ﹤0.01%
830
-465
277
$74K ﹤0.01%
2,048
278
$65K ﹤0.01%
1,290
279
$64K ﹤0.01%
800
280
$61K ﹤0.01%
542
-131
281
$61K ﹤0.01%
1,450
-4,621
282
$60K ﹤0.01%
1,350
283
$59K ﹤0.01%
1,345
284
$59K ﹤0.01%
585
285
$57K ﹤0.01%
670
286
$57K ﹤0.01%
784
287
$56K ﹤0.01%
928
288
$55K ﹤0.01%
5,128
289
$50K ﹤0.01%
13,915
290
$44K ﹤0.01%
1,851
291
$40K ﹤0.01%
857
+795
292
$37K ﹤0.01%
+2,020
293
$36K ﹤0.01%
175
294
$31K ﹤0.01%
2,076
295
$25K ﹤0.01%
1,467
296
$23K ﹤0.01%
428
-682
297
$22K ﹤0.01%
213
-23
298
$21K ﹤0.01%
550
299
$20K ﹤0.01%
470
-4,616
300
$17K ﹤0.01%
183
-183
10 11
12
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