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
$2.55B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$28.8M
3
+$11.5M
4
AMZN icon
Amazon
AMZN
+$7.9M
5
AAPL icon
Apple
AAPL
+$7.77M

Top Sells

1
+$12.5M
2
+$7.4M
3
+$2.48M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M

Sector Composition

1 Technology 8.87%
2 Healthcare 4.73%
3 Financials 4.47%
4 Industrials 3.86%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.06%
6,628
+183
127
$1.46M 0.06%
2,261
+460
128
$1.46M 0.06%
37,230
+36,975
129
$1.46M 0.06%
14,777
+266
130
$1.45M 0.06%
9,028
-160
131
$1.39M 0.05%
31,129
+1,657
132
$1.38M 0.05%
50,343
+6,621
133
$1.35M 0.05%
9,629
+4,899
134
$1.31M 0.05%
7,994
+645
135
$1.29M 0.05%
+2,926
136
$1.27M 0.05%
1,143
+10
137
$1.26M 0.05%
4,449
+1,009
138
$1.24M 0.05%
4,949
+124
139
$1.2M 0.05%
3,454
+1,132
140
$1.2M 0.05%
2,719
+351
141
$1.2M 0.05%
6,769
+804
142
$1.18M 0.05%
+15,977
143
$1.17M 0.05%
57,010
-675
144
$1.16M 0.05%
9,278
+606
145
$1.14M 0.04%
18,240
+8,000
146
$1.13M 0.04%
8,097
+1,234
147
$1.12M 0.04%
20,313
+372
148
$1.1M 0.04%
+10,317
149
$1.09M 0.04%
15,732
+202
150
$1.09M 0.04%
11,186
+443
4 5
6
7 8