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
$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
151
$1.07M 0.04%
11,732
152
$1.07M 0.04%
2,739
+635
153
$1.06M 0.04%
21,467
+7,539
154
$1.03M 0.04%
2,265
+347
155
$1.03M 0.04%
19,740
156
$1.03M 0.04%
8,394
-609
157
$1.02M 0.04%
3,164
+837
158
$1.02M 0.04%
6,037
+155
159
$1.01M 0.04%
5,167
+58
160
$1.01M 0.04%
13,893
+9,938
161
$1.01M 0.04%
6,428
+369
162
$1M 0.04%
14,506
+2,558
163
$1M 0.04%
1,964
+687
164
$981K 0.04%
6,293
+4,542
165
$978K 0.04%
6,441
+1,381
166
$971K 0.04%
2,232
+398
167
$959K 0.04%
4,084
-7,635
168
$944K 0.04%
25,760
169
$938K 0.04%
+6,985
170
$926K 0.04%
3,581
+431
171
$921K 0.04%
+3,612
172
$916K 0.04%
7,943
+538
173
$915K 0.04%
28,247
+4,971
174
$902K 0.04%
7,305
+1,071
175
$899K 0.04%
21,418
+2,412
5 6
7
8 9