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
301
$16K ﹤0.01%
244
302
$16K ﹤0.01%
870
303
$14K ﹤0.01%
133
-4,166
304
$14K ﹤0.01%
733
305
$14K ﹤0.01%
200
306
$10K ﹤0.01%
360
307
$8K ﹤0.01%
150
308
$4K ﹤0.01%
20
-3,390
309
$4K ﹤0.01%
150
-600
310
$3K ﹤0.01%
26
311
$3K ﹤0.01%
47
-360
312
– –
-636
313
– –
-2,007
314
– –
-4,759
315
– –
-7,452
316
– –
-82,681
317
– –
-11,895
318
– –
-7,946
319
$0 ﹤0.01%
3
-12
320
$0 ﹤0.01%
6
-15
321
– –
-1,035
322
– –
-2,190
323
– –
-73,288
324
– –
-1,755
325
– –
-8,569
11 12
13
14 15