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
176
$898K 0.04%
+4,750
177
$878K 0.03%
7,326
+1,187
178
$874K 0.03%
+1,999
179
$872K 0.03%
15,337
180
$868K 0.03%
22,980
+17,750
181
$866K 0.03%
4,979
+3,562
182
$863K 0.03%
5,265
+434
183
$859K 0.03%
+11,763
184
$856K 0.03%
+4,137
185
$855K 0.03%
23,578
+949
186
$845K 0.03%
+13,723
187
$842K 0.03%
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188
$836K 0.03%
1,726
+243
189
$834K 0.03%
2,009
+277
190
$804K 0.03%
+26,000
191
$790K 0.03%
9,668
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192
$784K 0.03%
4,502
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193
$769K 0.03%
8,916
194
$768K 0.03%
6,143
195
$762K 0.03%
15,187
196
$753K 0.03%
10,052
+358
197
$752K 0.03%
3,526
+2,088
198
$747K 0.03%
5,416
+3,520
199
$740K 0.03%
3,783
200
$740K 0.03%
9,602
+221
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