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
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.83M 0.59%
128,260
-1,854
27
$9.6M 0.57%
87,545
-239
28
$9.07M 0.54%
189,537
-58
29
$8.22M 0.49%
97,752
-1,783
30
$8.05M 0.48%
85,060
-420
31
$7.54M 0.45%
122,854
-1,155
32
$7.03M 0.42%
33,816
33
$6.98M 0.42%
169,719
-2,263
34
$6.93M 0.42%
19,555
-2,088
35
$6.87M 0.41%
60,889
36
$6.76M 0.4%
72,999
-1,785
37
$6.54M 0.39%
81,748
+1,308
38
$6.37M 0.38%
20
39
$6.33M 0.38%
38,289
-382
40
$6.18M 0.37%
112,917
-422
41
$6.17M 0.37%
93,923
-8,747
42
$5.38M 0.32%
43,618
43
$5.14M 0.31%
95,160
-1,040
44
$5.1M 0.31%
94,260
-760
45
$4.57M 0.27%
62,830
-2,293
46
$4.39M 0.26%
80,137
-604
47
$4.29M 0.26%
32,228
48
$4.28M 0.26%
102,646
-20,284
49
$4.21M 0.25%
20,273
-40
50
$4.06M 0.24%
77,291