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
$1.38B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$14.6M
3 +$801K
4
OTIS icon
Otis Worldwide
OTIS
+$593K
5
CARR icon
Carrier Global
CARR
+$556K

Sector Composition

1 Technology 7.36%
2 Healthcare 4.4%
3 Industrials 4.01%
4 Financials 3.57%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$706K 0.05%
11,653
127
$704K 0.05%
2,323
128
$703K 0.05%
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129
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132
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136
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137
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138
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141
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$487K 0.04%
9,801