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
101
$1.25M 0.08%
5,613
-400
102
$1.25M 0.08%
12,198
-2,895
103
$1.24M 0.08%
5,588
104
$1.23M 0.07%
+10,960
105
$1.23M 0.07%
17,527
+1,069
106
$1.18M 0.07%
12,737
-1,387
107
$1.15M 0.07%
6,296
+55
108
$1.14M 0.07%
29,174
+645
109
$1.13M 0.07%
2,366
-25
110
$1.12M 0.07%
308,697
111
$1.1M 0.07%
15,956
-409
112
$1.1M 0.07%
4,734
+70
113
$1.09M 0.07%
6,887
-3
114
$1.08M 0.07%
3,297
115
$1.07M 0.07%
19,752
116
$1.06M 0.06%
10,183
+160
117
$1.01M 0.06%
6,759
-2,220
118
$958K 0.06%
8,443
-12
119
$953K 0.06%
24,272
-3,542
120
$935K 0.06%
7,359
121
$919K 0.06%
7,236
-1,879
122
$906K 0.06%
19,740
123
$875K 0.05%
10,640
124
$853K 0.05%
23,925
-27,522
125
$848K 0.05%
5,516
+1,360
3 4
5
6 7