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
101
$2.2M 0.09%
32,336
+905
102
$2.18M 0.09%
9,462
+1,012
103
$2.16M 0.08%
+29,044
104
$2.16M 0.08%
78,867
+24,436
105
$2.15M 0.08%
10,613
+8,199
106
$2.08M 0.08%
26,546
-1,176
107
$2.06M 0.08%
20,480
108
$2.05M 0.08%
50,696
109
$1.86M 0.07%
22,420
+7,230
110
$1.81M 0.07%
44,338
+6,038
111
$1.81M 0.07%
+56,000
112
$1.79M 0.07%
11,847
+571
113
$1.79M 0.07%
9,346
+810
114
$1.74M 0.07%
16,066
+4,652
115
$1.73M 0.07%
38,963
+11,932
116
$1.71M 0.07%
24,967
-2,951
117
$1.7M 0.07%
10,322
+4,846
118
$1.67M 0.07%
11,153
+1,513
119
$1.58M 0.06%
17,934
+6,022
120
$1.57M 0.06%
5,755
+973
121
$1.55M 0.06%
12,489
+5,651
122
$1.54M 0.06%
+14,127
123
$1.51M 0.06%
3,688
+93
124
$1.51M 0.06%
+25,442
125
$1.49M 0.06%
14,594
+2,217
3 4
5
6 7