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
26
$24.8M 0.6%
47,040
+6,412
27
$23.8M 0.57%
46,944
+3,742
28
$23.4M 0.56%
206,650
+28,114
29
$22.5M 0.54%
43,211
+2,462
30
$21.6M 0.52%
142,176
+2,639
31
$20.4M 0.49%
103,376
+16,219
32
$17.5M 0.42%
366,170
+25,156
33
$16.8M 0.4%
97,862
+15,338
34
$16.6M 0.4%
28,433
+2,021
35
$15.9M 0.38%
101,514
-8,401
36
$15.6M 0.37%
34,974
+12,775
37
$15.2M 0.37%
136,622
+54,529
38
$15.1M 0.36%
148,771
-1,477
39
$14.7M 0.35%
36,660
-264
40
$14.3M 0.34%
18,490
+40
41
$14.1M 0.34%
47,604
-10,175
42
$13.1M 0.31%
54,669
+28,036
43
$12.8M 0.31%
119,397
+6,717
44
$12.8M 0.31%
71,792
+2,972
45
$12.7M 0.31%
43,536
+5,291
46
$12.4M 0.3%
29,510
+5,025
47
$12.3M 0.3%
24,137
+22
48
$11.5M 0.28%
50,143
+2,986
49
$11.5M 0.28%
184,725
+4,465
50
$11.3M 0.27%
91,262
-6,348
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