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
$1.65B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$3.77M
3 +$2.62M
4
ILMN icon
Illumina
ILMN
+$982K
5
BAC icon
Bank of America
BAC
+$801K

Sector Composition

1 Technology 7.98%
2 Healthcare 4.01%
3 Financials 3.71%
4 Industrials 3.6%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.78M 0.11%
3,829
+16
77
$1.69M 0.1%
19,195
-2,261
78
$1.67M 0.1%
4,688
+49
79
$1.63M 0.1%
8,377
-1,806
80
$1.63M 0.1%
34,468
-35,686
81
$1.62M 0.1%
25,436
-1,144
82
$1.52M 0.09%
28,988
+602
83
$1.51M 0.09%
49,672
+26,420
84
$1.34M 0.08%
5,715
+240
85
$1.34M 0.08%
9,959
-515
86
$1.34M 0.08%
15,655
87
$1.3M 0.08%
3,109
-317
88
$1.3M 0.08%
8,091
+242
89
$1.25M 0.08%
14,799
-989
90
$1.25M 0.08%
9,791
-921
91
$1.25M 0.08%
16,164
-4,356
92
$1.22M 0.07%
38,409
-812
93
$1.22M 0.07%
8,001
+3,445
94
$1.19M 0.07%
5,575
+170
95
$1.17M 0.07%
14,546
-466
96
$1.15M 0.07%
7,742
97
$1.13M 0.07%
16,514
+150
98
$1.13M 0.07%
28,216
-2,333
99
$1.1M 0.07%
17,088
100
$1.1M 0.07%
7,172
-15