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
326
– –
-2,700
327
– –
-205
328
– –
-3,397
329
– –
-1,213
330
$0 ﹤0.01%
18
331
– –
-7,829
332
– –
-1,000
333
– –
-9,884
334
– –
-1,352
335
– –
-27,945
336
– –
-3,961
337
– –
-2,882
338
– –
-10
339
– –
-2,315
340
– –
-3,440
341
– –
-11,270
342
– –
-3,188
343
– –
-208
344
– –
-10,292
345
– –
-2,125
346
– –
-703
347
– –
-3,763
348
– –
-7,000
349
– –
-1,157
350
– –
-12,013
12 13
14
15 16