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
276
$470K 0.01%
7,500
+4,076
277
$469K 0.01%
1,101
278
$466K 0.01%
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279
$463K 0.01%
9,108
280
$458K 0.01%
9,516
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281
$457K 0.01%
2,114
282
$454K 0.01%
6,543
+1,222
283
$441K 0.01%
5,169
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284
$437K 0.01%
180
285
$434K 0.01%
+1,763
286
$434K 0.01%
4,685
287
$432K 0.01%
1,903
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288
$430K 0.01%
5,909
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289
$429K 0.01%
5,345
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290
$419K 0.01%
+4,545
291
$413K 0.01%
+1,474
292
$412K 0.01%
2,207
-114
293
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294
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4,810
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295
$392K 0.01%
551
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296
$390K 0.01%
4,125
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297
$387K 0.01%
5,200
-110
298
$378K 0.01%
4,947
+358
299
$378K 0.01%
1,112
+24
300
$377K 0.01%
7,877
+856
10 11
12
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