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
26
$9.86M 0.39%
37,051
+6,524
27
$9.79M 0.38%
98,479
+17,037
28
$9.75M 0.38%
18,159
+1,607
29
$9.07M 0.36%
60,781
+20,867
30
$9.06M 0.36%
157,304
31
$9M 0.35%
95,361
-16,026
32
$8.93M 0.35%
100,466
+1,796
33
$8.88M 0.35%
36,912
+4,209
34
$8.66M 0.34%
254,807
35
$8.05M 0.32%
47,525
+6,356
36
$7.86M 0.31%
76,390
+8,507
37
$7.1M 0.28%
33,426
+12,281
38
$7.08M 0.28%
19,749
+11,051
39
$6.8M 0.27%
49,149
+2,249
40
$6.77M 0.27%
39,483
+7,330
41
$6.74M 0.26%
13,307
+3,679
42
$6.58M 0.26%
16,619
+3,266
43
$6.19M 0.24%
115,144
+14,397
44
$6M 0.24%
22,781
+199
45
$6M 0.24%
38,616
+1,965
46
$5.74M 0.22%
89,646
+1,917
47
$5.67M 0.22%
17,185
+2,170
48
$5.61M 0.22%
22,401
+10,483
49
$5.59M 0.22%
24,303
+7,961
50
$5.47M 0.21%
24,879
+3,898
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