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
351
$260K 0.01%
519
352
$260K 0.01%
10,175
+23
353
$258K 0.01%
2,747
+218
354
$254K 0.01%
7,072
+548
355
$254K 0.01%
2,976
+188
356
$252K 0.01%
4,740
-100
357
$251K 0.01%
+2,861
358
$249K 0.01%
1,155
-30
359
$246K 0.01%
+1,299
360
$245K 0.01%
+1,143
361
$245K 0.01%
3,707
+594
362
$244K 0.01%
+1,042
363
$241K 0.01%
497
+78
364
$238K 0.01%
1,811
-24
365
$237K 0.01%
7,953
+236
366
$237K 0.01%
3,000
367
$235K 0.01%
+1,328
368
$232K 0.01%
+2,564
369
$231K 0.01%
9,963
-450
370
$230K 0.01%
2,733
+695
371
$230K 0.01%
+1,905
372
$229K 0.01%
+19,515
373
$223K 0.01%
+2,560
374
$220K 0.01%
6,928
375
$219K 0.01%
+639
13 14
15
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