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
76
$6.05M 0.15%
79,972
-99,817
77
$5.94M 0.14%
64,962
-103,665
78
$5.8M 0.14%
91,016
-281
79
$5.7M 0.14%
78,749
+7,890
80
$5.45M 0.13%
13,281
-112
81
$5.41M 0.13%
60,973
+276
82
$5.15M 0.12%
28,091
-4,375
83
$5.12M 0.12%
25,852
+990
84
$4.99M 0.12%
12,363
+1,862
85
$4.95M 0.12%
34,145
-822
86
$4.87M 0.12%
103,053
-103,197
87
$4.73M 0.11%
13,444
+1,017
88
$4.55M 0.11%
33,044
+879
89
$4.45M 0.11%
27,337
+930
90
$4.38M 0.11%
57,968
+6,389
91
$4.32M 0.1%
22,391
-929
92
$4.17M 0.1%
15,990
-1,579
93
$4.04M 0.1%
34,920
+2,870
94
$4.04M 0.1%
61,948
95
$4.03M 0.1%
46,863
+4,288
96
$3.88M 0.09%
10,763
+928
97
$3.87M 0.09%
15,700
+194
98
$3.82M 0.09%
53,270
+2,210
99
$3.82M 0.09%
61,303
+1,475
100
$3.77M 0.09%
36,474
+454
2 3
4
5 6