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
376
$96.6K ﹤0.01%
1,690
-15
377
$96.3K ﹤0.01%
10,000
378
$88.7K ﹤0.01%
2,625
379
$86K ﹤0.01%
10,000
380
$83.8K ﹤0.01%
830
381
$80.8K ﹤0.01%
415
382
$79.4K ﹤0.01%
1,050
383
$74.1K ﹤0.01%
606
-600
384
$72.8K ﹤0.01%
+19,354
385
$71.1K ﹤0.01%
1,275
386
$68.2K ﹤0.01%
1,465
387
$67.3K ﹤0.01%
+745
388
$66.9K ﹤0.01%
+641
389
$65.5K ﹤0.01%
1,975
390
$63.2K ﹤0.01%
+692
391
$62.6K ﹤0.01%
1,290
392
$60.8K ﹤0.01%
3,580
393
$60.1K ﹤0.01%
589
394
$59.2K ﹤0.01%
12,329
395
$58.1K ﹤0.01%
2,225
396
$56.3K ﹤0.01%
10,000
397
$54.5K ﹤0.01%
486
398
$54.4K ﹤0.01%
+15,852
399
$52.9K ﹤0.01%
1,350
400
$51.5K ﹤0.01%
625
14 15
16
17 18