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
$4.16B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$36.4M
3
+$7.63M
4
MSCI icon
MSCI
MSCI
+$7.62M
5
PGR icon
Progressive
PGR
+$6.72M

Top Sells

1
+$11.8M
2
+$9.48M
3
+$7.65M
4
NKE icon
Nike
NKE
+$7.55M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.49M

Sector Composition

1 Technology 13.09%
2 Financials 6.01%
3 Healthcare 5.3%
4 Consumer Discretionary 5.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.45M 0.06%
11,153
+854
127
$2.37M 0.06%
9,328
-114
128
$2.33M 0.06%
13,180
129
$2.28M 0.05%
12,506
+4,268
130
$2.21M 0.05%
11,802
+1,097
131
$2.17M 0.05%
29,822
-9,455
132
$2.06M 0.05%
13,956
+233
133
$2.04M 0.05%
19,499
134
$2.04M 0.05%
3,558
+503
135
$2.03M 0.05%
15,352
-250
136
$2.02M 0.05%
11,936
137
$1.97M 0.05%
21,918
-870
138
$1.95M 0.05%
97,320
-8,430
139
$1.95M 0.05%
8,824
+2,402
140
$1.91M 0.05%
6,923
+99
141
$1.9M 0.05%
7,890
+177
142
$1.86M 0.04%
32,752
-1,191
143
$1.84M 0.04%
9,831
+1,497
144
$1.83M 0.04%
24,120
-2,680
145
$1.8M 0.04%
4,466
+154
146
$1.79M 0.04%
5,342
+1,193
147
$1.78M 0.04%
29,052
+20
148
$1.77M 0.04%
25,187
-1,002
149
$1.71M 0.04%
8,846
+207
150
$1.7M 0.04%
7,558
+601
4 5
6
7 8