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
76
$3.26M 0.13%
61,948
77
$3.23M 0.13%
31,839
+1,945
78
$3.07M 0.12%
11,250
-1,213
79
$3.05M 0.12%
33,470
+11,377
80
$3.01M 0.12%
41,865
+13,304
81
$2.99M 0.12%
39,018
+993
82
$2.97M 0.12%
7,980
+2,497
83
$2.87M 0.11%
27,070
+2,185
84
$2.82M 0.11%
180,597
+13,000
85
$2.79M 0.11%
118,254
+34,200
86
$2.75M 0.11%
24,780
+2,474
87
$2.72M 0.11%
24,452
+553
88
$2.72M 0.11%
46,926
+10,203
89
$2.71M 0.11%
24,005
+2,865
90
$2.65M 0.1%
37,935
+6,554
91
$2.59M 0.1%
45,188
+19,871
92
$2.58M 0.1%
24,043
+14,091
93
$2.4M 0.09%
37,290
+24,820
94
$2.34M 0.09%
11,262
+935
95
$2.29M 0.09%
39,242
-386
96
$2.27M 0.09%
26,132
+788
97
$2.26M 0.09%
12,883
+208
98
$2.25M 0.09%
37,125
+26,175
99
$2.24M 0.09%
24,016
+11,026
100
$2.2M 0.09%
22,812
-716
2 3
4
5 6