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
$1.38B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$14.6M
3 +$801K
4
OTIS icon
Otis Worldwide
OTIS
+$593K
5
CARR icon
Carrier Global
CARR
+$556K

Sector Composition

1 Technology 7.36%
2 Healthcare 4.4%
3 Industrials 4.01%
4 Financials 3.57%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$960K 0.07%
15,748
-160
102
$959K 0.07%
15,462
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103
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41,150
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104
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105
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106
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6,247
107
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9,116
108
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29,335
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109
$874K 0.06%
25,716
110
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4,857
111
$844K 0.06%
5,648
112
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113
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114
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115
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116
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117
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122
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123
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124
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4,250
125
$721K 0.05%
6,243
-632