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
176
$454K 0.03%
17,350
+1,250
177
$451K 0.03%
+5,017
178
$442K 0.03%
4,536
-15,306
179
$433K 0.03%
7,351
-1,090
180
$428K 0.03%
6,906
181
$428K 0.03%
+5,010
182
$427K 0.03%
43,746
183
$421K 0.03%
+1,200
184
$420K 0.03%
2,479
-618
185
$419K 0.03%
5,461
-577
186
$410K 0.02%
8,366
-3,129
187
$408K 0.02%
1,548
188
$404K 0.02%
32,400
189
$400K 0.02%
3,804
-12
190
$399K 0.02%
10,070
-328
191
$398K 0.02%
1,463
192
$389K 0.02%
6,302
193
$388K 0.02%
8,575
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194
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2,843
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195
$380K 0.02%
1,907
196
$378K 0.02%
+10,670
197
$363K 0.02%
5,133
-444
198
$356K 0.02%
15,671
199
$354K 0.02%
823
-60
200
$338K 0.02%
11,624
+653
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