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
276
$348K 0.01%
16,000
277
$344K 0.01%
2,114
278
$343K 0.01%
+2,858
279
$339K 0.01%
+4,366
280
$338K 0.01%
+11,034
281
$333K 0.01%
9,517
282
$330K 0.01%
4,792
283
$327K 0.01%
4,170
+1,213
284
$322K 0.01%
1,403
+227
285
$320K 0.01%
4,708
+1,613
286
$320K 0.01%
5,494
287
$318K 0.01%
5,832
-795
288
$317K 0.01%
1,390
+175
289
$315K 0.01%
+5,301
290
$315K 0.01%
+4,961
291
$310K 0.01%
368
+67
292
$305K 0.01%
+701
293
$304K 0.01%
2,960
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294
$302K 0.01%
+541
295
$298K 0.01%
3,222
-1,868
296
$297K 0.01%
1,166
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297
$295K 0.01%
+1,780
298
$294K 0.01%
4,994
299
$292K 0.01%
+8,769
300
$291K 0.01%
+2,950
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