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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$545K 0.03%
5,518
-1,420
177
$543K 0.03%
12,230
-400
178
$537K 0.03%
7,152
-30
179
$533K 0.03%
1,196
+285
180
$524K 0.03%
1,787
181
$514K 0.02%
3,152
182
$499K 0.02%
4,536
183
$498K 0.02%
1,628
-35
184
$492K 0.02%
7,056
+562
185
$481K 0.02%
5,812
-36
186
$474K 0.02%
12,498
+291
187
$472K 0.02%
2,843
188
$470K 0.02%
1,399
189
$469K 0.02%
2,739
190
$458K 0.02%
2,336
191
$457K 0.02%
5,010
192
$455K 0.02%
3,524
193
$454K 0.02%
3,286
194
$451K 0.02%
308,697
195
$448K 0.02%
5,923
-208
196
$443K 0.02%
2,006
+53
197
$435K 0.02%
4,387
198
$435K 0.02%
22,600
199
$427K 0.02%
10,385
200
$425K 0.02%
43,746