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
376
$216K 0.01%
+4,219
377
$216K 0.01%
+1,042
378
$214K 0.01%
2,402
+135
379
$214K 0.01%
2,491
+20
380
$214K 0.01%
2,683
-100
381
$210K 0.01%
1,353
-2,130
382
$209K 0.01%
+1,585
383
$209K 0.01%
3,880
+198
384
$207K 0.01%
+196
385
$206K ﹤0.01%
3,575
386
$205K ﹤0.01%
16,503
+2,760
387
$203K ﹤0.01%
+525
388
$201K ﹤0.01%
1,022
+102
389
$183K ﹤0.01%
10,592
-17
390
$180K ﹤0.01%
19,266
391
$173K ﹤0.01%
19,814
392
$169K ﹤0.01%
15,000
393
$156K ﹤0.01%
+10,797
394
$148K ﹤0.01%
15,678
+995
395
$120K ﹤0.01%
98,820
+27,880
396
$119K ﹤0.01%
10,000
397
$105K ﹤0.01%
+10,826
398
$93.7K ﹤0.01%
10,038
-1,564
399
$84.7K ﹤0.01%
10,000
400
$73.6K ﹤0.01%
11,400
13 14 15
16
17