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
51
$3.28M 0.2%
15,379
+840
52
$3.16M 0.19%
10,005
+1,159
53
$3.1M 0.19%
33,485
+3,439
54
$3.09M 0.19%
203,870
+68,180
55
$3.02M 0.18%
43,026
-1,172
56
$2.92M 0.18%
71,925
+3,315
57
$2.81M 0.17%
61,948
58
$2.65M 0.16%
20,915
-882
59
$2.63M 0.16%
24,260
-386
60
$2.58M 0.16%
16,789
+2,100
61
$2.55M 0.16%
27,045
-809
62
$2.5M 0.15%
8,341
-3,921
63
$2.49M 0.15%
25,918
-599
64
$2.48M 0.15%
32,200
-899
65
$2.48M 0.15%
11,924
-77
66
$2.42M 0.15%
8,647
-179
67
$2.39M 0.15%
7,089
-795
68
$2.3M 0.14%
10,499
69
$2.24M 0.14%
9,993
+3,978
70
$2.16M 0.13%
12,447
+1,356
71
$2.11M 0.13%
38,106
-30
72
$2M 0.12%
33,189
-340
73
$1.95M 0.12%
13,829
74
$1.94M 0.12%
22,687
-357
75
$1.9M 0.12%
5,470
+135
1 2
3
4 5