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
401
$64.6K ﹤0.01%
+23,758
402
$57.4K ﹤0.01%
+12,588
403
– –
-1,506
404
– –
-7,162
405
– –
-13,895
406
– –
-122
407
– –
-993
408
– –
-21,243
409
– –
-1,139
410
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-4,146
411
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-56,000
412
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-1,880
413
– –
-2,788
414
– –
-7,382
415
– –
-32,144
416
– –
-2,062
417
– –
-19,565
418
– –
-6,918
419
– –
-2,217
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