CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$38.7M
3
+$25M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
NKE icon
Nike
NKE
+$1.64M

Top Sells

1
+$64.3M
2
+$9.52M
3
+$2.2M
4
LLY icon
Eli Lilly
LLY
+$2.04M
5
RGA icon
Reinsurance Group of America
RGA
+$1.96M

Sector Composition

1 Technology 7.62%
2 Healthcare 5.22%
3 Financials 3.77%
4 Industrials 3.48%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$833K 0.05%
9,859
+7,477
127
$831K 0.05%
2,010
-576
128
$813K 0.05%
21,460
+1,661
129
$812K 0.05%
6,690
130
$800K 0.05%
4,472
131
$791K 0.05%
8,323
+3,854
132
$787K 0.05%
8,845
133
$778K 0.05%
2,127
+116
134
$773K 0.05%
11,948
135
$760K 0.05%
5,558
+354
136
$747K 0.05%
4,632
-10,361
137
$743K 0.05%
9,235
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138
$725K 0.04%
9,060
139
$702K 0.04%
+22,056
140
$699K 0.04%
+11,274
141
$687K 0.04%
2,314
+361
142
$680K 0.04%
+9,725
143
$676K 0.04%
2,973
144
$653K 0.04%
+14,257
145
$643K 0.04%
5,649
+1,018
146
$636K 0.04%
+6,162
147
$636K 0.04%
15,850
+8,185
148
$632K 0.04%
4,472
-115
149
$631K 0.04%
1,036
-164
150
$624K 0.04%
15,293
-8,928
4 5
6
7 8