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
326
$304K 0.01%
2,640
-110
327
$301K 0.01%
6,825
-22,764
328
$300K 0.01%
3,245
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329
$299K 0.01%
7,514
-20
330
$299K 0.01%
+3,987
331
$298K 0.01%
7,426
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332
$296K 0.01%
1,824
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333
$293K 0.01%
+5,931
334
$293K 0.01%
1,297
-24
335
$290K 0.01%
3,714
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336
$290K 0.01%
2,304
+4
337
$289K 0.01%
+2,556
338
$287K 0.01%
12,630
339
$286K 0.01%
1,329
-7
340
$284K 0.01%
1,263
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341
$284K 0.01%
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342
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8,418
343
$278K 0.01%
753
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344
$272K 0.01%
4,740
345
$271K 0.01%
28,440
+2,182
346
$268K 0.01%
768
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347
$264K 0.01%
2,147
+19
348
$263K 0.01%
1,440
+228
349
$261K 0.01%
274,787
-33,910
350
$260K 0.01%
+3,164
12 13
14
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