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
101
$3.71M 0.09%
139,863
-137
102
$3.67M 0.09%
47,762
-411
103
$3.57M 0.09%
36,683
+3,910
104
$3.56M 0.09%
14,403
+3,194
105
$3.42M 0.08%
93,658
-1,790
106
$3.3M 0.08%
25,840
+136
107
$3.29M 0.08%
25,613
108
$3.26M 0.08%
46,347
+5,033
109
$3.19M 0.08%
24,209
+151
110
$2.9M 0.07%
16,842
+3,053
111
$2.88M 0.07%
2,813
+406
112
$2.87M 0.07%
13,531
+304
113
$2.81M 0.07%
103,014
114
$2.81M 0.07%
18,272
+1,087
115
$2.8M 0.07%
63,756
+7,779
116
$2.75M 0.07%
6,482
+76
117
$2.7M 0.06%
20,902
+2,672
118
$2.7M 0.06%
7,437
-714
119
$2.69M 0.06%
2,197
-433
120
$2.68M 0.06%
16,054
+355
121
$2.67M 0.06%
36,092
-1,544
122
$2.63M 0.06%
46,586
-474
123
$2.6M 0.06%
2,922
+678
124
$2.56M 0.06%
10,077
125
$2.53M 0.06%
24,887
3 4
5
6 7