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
$1.62B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.12%
2 Industrials 3.86%
3 Healthcare 3.85%
4 Financials 3.64%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$789K 0.05%
2,893
127
$784K 0.05%
5,275
-220
128
$770K 0.05%
7,693
129
$766K 0.05%
2,045
130
$762K 0.05%
5,940
131
$739K 0.05%
8,758
+30
132
$730K 0.05%
11,514
-1,160
133
$714K 0.04%
11,405
134
$702K 0.04%
2,438
+16
135
$686K 0.04%
6,895
-70
136
$682K 0.04%
11,774
137
$653K 0.04%
1,831
-60
138
$642K 0.04%
10,564
-15
139
$632K 0.04%
4,183
+1,676
140
$610K 0.04%
3,426
-27
141
$607K 0.04%
20,799
-135
142
$606K 0.04%
3,373
-1,629
143
$606K 0.04%
10,237
+31
144
$604K 0.04%
138,680
-17,960
145
$599K 0.04%
7,415
+1,525
146
$599K 0.04%
15,505
147
$596K 0.04%
3,925
-458
148
$573K 0.04%
7,121
-129
149
$571K 0.04%
7,526
+71
150
$563K 0.03%
11,934
-114