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
301
$290K 0.01%
4,710
302
$289K 0.01%
9,146
+130
303
$284K 0.01%
8,591
+461
304
$282K 0.01%
+9,600
305
$276K 0.01%
+4,394
306
$276K 0.01%
4,186
+487
307
$276K 0.01%
+2,124
308
$273K 0.01%
+3,180
309
$270K 0.01%
+3,200
310
$268K 0.01%
55,000
311
$268K 0.01%
1,325
+115
312
$260K 0.01%
+888
313
$256K 0.01%
1,084
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314
$253K 0.01%
+551
315
$251K 0.01%
3,973
316
$250K 0.01%
3,691
+864
317
$247K 0.01%
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318
$246K 0.01%
9,686
319
$245K 0.01%
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320
$244K 0.01%
+3,294
321
$242K 0.01%
897
322
$240K 0.01%
28,825
+3,501
323
$239K 0.01%
6,200
324
$237K 0.01%
+731
325
$236K 0.01%
574
+111
11 12
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