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
$1.65B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$38.7M
3
+$25M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
NKE icon
Nike
NKE
+$1.64M

Top Sells

1
+$64.3M
2
+$9.52M
3
+$2.2M
4
LLY icon
Eli Lilly
LLY
+$2.04M
5
RGA icon
Reinsurance Group of America
RGA
+$1.96M

Sector Composition

1 Technology 7.62%
2 Healthcare 5.22%
3 Financials 3.77%
4 Industrials 3.48%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 0.4%
16
-1
27
$6.24M 0.38%
29,703
-1,409
28
$5.94M 0.36%
78,768
+363
29
$5.76M 0.35%
34,582
+5,068
30
$5.72M 0.35%
33,969
+580
31
$5.2M 0.32%
57,021
+703
32
$5M 0.3%
38,956
+9,403
33
$4.95M 0.3%
15,277
-6,290
34
$4.56M 0.28%
81,703
-1,272
35
$4.36M 0.27%
31,484
-1,315
36
$4.06M 0.25%
47,876
37
$3.96M 0.24%
7,283
+334
38
$3.9M 0.24%
38,196
+16,079
39
$3.9M 0.24%
104,170
+13,541
40
$3.83M 0.23%
89,953
+741
41
$3.77M 0.23%
15,289
-340
42
$3.69M 0.22%
131,960
43
$3.55M 0.22%
15,813
-360
44
$3.5M 0.21%
18,544
+2,243
45
$3.49M 0.21%
14,697
-10
46
$3.48M 0.21%
55,265
+1,095
47
$3.46M 0.21%
51,324
48
$3.45M 0.21%
14,166
-606
49
$3.44M 0.21%
6,704
+925
50
$3.36M 0.2%
23,433
-500
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2
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