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
76
$1.87M 0.11%
6,744
-187
77
$1.82M 0.11%
3,793
+985
78
$1.81M 0.11%
12,375
-344
79
$1.8M 0.11%
9,131
-3,578
80
$1.77M 0.11%
13,873
+470
81
$1.74M 0.11%
21,878
+6,382
82
$1.73M 0.11%
8,702
83
$1.7M 0.1%
27,267
+6,340
84
$1.67M 0.1%
11,552
+134
85
$1.66M 0.1%
6,479
+1,679
86
$1.65M 0.1%
12,008
+310
87
$1.63M 0.1%
19,874
+2,000
88
$1.61M 0.1%
17,688
-8,243
89
$1.56M 0.1%
9,230
+3,607
90
$1.51M 0.09%
6,684
+1,127
91
$1.51M 0.09%
29,231
+383
92
$1.44M 0.09%
18,608
-869
93
$1.43M 0.09%
8,200
-250
94
$1.43M 0.09%
45,763
+1,708
95
$1.41M 0.09%
27,858
-20,132
96
$1.4M 0.09%
29,637
97
$1.35M 0.08%
+37,731
98
$1.34M 0.08%
9,245
99
$1.28M 0.08%
9,498
-40
100
$1.27M 0.08%
1,110
+924
2 3
4
5 6