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
301
$366K 0.01%
4,710
302
$365K 0.01%
4,084
+680
303
$359K 0.01%
957
304
$354K 0.01%
5,494
305
$352K 0.01%
2,079
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306
$351K 0.01%
7,265
-3,120
307
$350K 0.01%
1,031
+21
308
$345K 0.01%
3,270
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309
$345K 0.01%
3,998
+219
310
$344K 0.01%
7,236
+477
311
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2,230
-123
312
$333K 0.01%
193
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313
$332K 0.01%
4,759
314
$329K 0.01%
1,418
+107
315
$329K 0.01%
915
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316
$328K 0.01%
5,384
317
$328K 0.01%
3,864
318
$327K 0.01%
3,589
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319
$321K 0.01%
+1,649
320
$319K 0.01%
1,447
+268
321
$308K 0.01%
1,341
+98
322
$307K 0.01%
595
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323
$306K 0.01%
2,750
324
$305K 0.01%
9,600
325
$304K 0.01%
6,233
+2,942
11 12
13
14 15