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
101
$1.1M 0.07%
30,352
-3,742
102
$1.09M 0.07%
6,669
+95
103
$1.08M 0.07%
4,627
+492
104
$1.08M 0.07%
4,931
+74
105
$1.06M 0.06%
7,098
-54
106
$1.03M 0.06%
9,081
107
$1.03M 0.06%
3,002
108
$1.02M 0.06%
8,614
-1,922
109
$1.01M 0.06%
10,235
+480
110
$1M 0.06%
33,219
-3,637
111
$1M 0.06%
11,702
-901
112
$999K 0.06%
4,697
+9
113
$987K 0.06%
1,368
+69
114
$982K 0.06%
+2,728
115
$982K 0.06%
9,049
-244
116
$967K 0.06%
3,592
117
$967K 0.06%
3,540
-5
118
$962K 0.06%
13,191
119
$925K 0.06%
4,227
-2,221
120
$923K 0.06%
9,150
121
$910K 0.06%
14,895
-130
122
$901K 0.05%
6,587
+817
123
$892K 0.05%
5,985
124
$884K 0.05%
19,216
125
$876K 0.05%
2,323