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
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$822K 0.05%
5,495
-5
127
$811K 0.05%
4,106
-354
128
$779K 0.05%
2,893
-194
129
$767K 0.05%
7,693
130
$756K 0.05%
5,940
131
$725K 0.04%
8,728
+57
132
$714K 0.04%
11,405
133
$704K 0.04%
11,774
+33
134
$698K 0.04%
6,965
-935
135
$693K 0.04%
1,891
-65
136
$691K 0.04%
4,383
-12
137
$666K 0.04%
3,453
-225
138
$661K 0.04%
2,045
139
$647K 0.04%
7,233
-90
140
$643K 0.04%
156,640
+1,960
141
$640K 0.04%
2,422
142
$607K 0.04%
20,934
143
$602K 0.04%
15,505
144
$598K 0.04%
12,048
+152
145
$591K 0.04%
10,579
146
$585K 0.04%
7,455
-452
147
$572K 0.03%
10,206
-99
148
$566K 0.03%
7,250
-580
149
$565K 0.03%
9,735
+160
150
$556K 0.03%
11,240
+930