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
51
$10.9M 0.26%
16
-11
52
$10.9M 0.26%
18,098
+12,699
53
$10.6M 0.25%
46,776
-1,499
54
$10M 0.24%
117,952
+779
55
$9.95M 0.24%
50,789
-751
56
$9.57M 0.23%
129,357
-20,624
57
$9.56M 0.23%
304,621
-6,343
58
$9.48M 0.23%
80,656
+4,148
59
$9.44M 0.23%
38,971
60
$9.14M 0.22%
92,222
+913
61
$9.08M 0.22%
282,788
-10,543
62
$8.62M 0.21%
70,283
+8,511
63
$8.57M 0.21%
9,356
+1,129
64
$8.43M 0.2%
35,970
-287
65
$8.11M 0.2%
27,978
+5,010
66
$7.93M 0.19%
13,734
-1,338
67
$7.49M 0.18%
14,072
+181
68
$7.47M 0.18%
75,046
-479
69
$7.32M 0.18%
123,590
+5,901
70
$7.01M 0.17%
30,712
-3,194
71
$6.77M 0.16%
68,211
+4,003
72
$6.7M 0.16%
+267,482
73
$6.61M 0.16%
28,497
+3,450
74
$6.61M 0.16%
13,258
+602
75
$6.38M 0.15%
38,282
+2,833
1 2
3
4 5