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
151
$1.69M 0.04%
5,843
-10
152
$1.68M 0.04%
9,507
+335
153
$1.63M 0.04%
11,652
+398
154
$1.62M 0.04%
2,580
+158
155
$1.6M 0.04%
2,566
-476
156
$1.56M 0.04%
69,240
-9,960
157
$1.42M 0.03%
2,487
+723
158
$1.4M 0.03%
6,957
+1,420
159
$1.4M 0.03%
17,792
160
$1.4M 0.03%
37,179
+1,328
161
$1.39M 0.03%
11,029
+1,128
162
$1.35M 0.03%
2,589
+32
163
$1.35M 0.03%
2,361
+123
164
$1.33M 0.03%
18,715
165
$1.32M 0.03%
14,836
-4,532
166
$1.32M 0.03%
3,975
+305
167
$1.31M 0.03%
8,087
168
$1.31M 0.03%
3,975
+748
169
$1.28M 0.03%
21,231
+1,002
170
$1.27M 0.03%
18,661
+4,906
171
$1.26M 0.03%
14,222
+93
172
$1.24M 0.03%
2,370
+905
173
$1.23M 0.03%
5,121
174
$1.23M 0.03%
3,887
-3
175
$1.21M 0.03%
10,323
5 6
7
8 9