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
$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
51
$5.43M 0.21%
163,721
+22,816
52
$5.33M 0.21%
99,909
+9,729
53
$4.85M 0.19%
12,362
+7,458
54
$4.84M 0.19%
18,004
+403
55
$4.73M 0.19%
132,916
+5,210
56
$4.69M 0.18%
15,615
+10,551
57
$4.39M 0.17%
27,610
+3,244
58
$4.32M 0.17%
98,709
+11,120
59
$4.27M 0.17%
25,339
+1,866
60
$4.06M 0.16%
21,974
+2,456
61
$4.05M 0.16%
13,202
+4,029
62
$3.96M 0.16%
19,471
+2,144
63
$3.94M 0.15%
48,625
+7,080
64
$3.94M 0.15%
30,568
-1,110
65
$3.93M 0.15%
6,958
+2,415
66
$3.77M 0.15%
13,856
+9,034
67
$3.65M 0.14%
65,115
-5,199
68
$3.63M 0.14%
38,002
+2,451
69
$3.62M 0.14%
9,916
+2,649
70
$3.62M 0.14%
52,549
+10,405
71
$3.58M 0.14%
7,012
+3,501
72
$3.5M 0.14%
63,731
+23,729
73
$3.41M 0.13%
26,940
+9,092
74
$3.35M 0.13%
8,885
+209
75
$3.28M 0.13%
48,363
-702
1 2
3
4 5