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
176
$1.21M 0.03%
3,752
-2
177
$1.2M 0.03%
1,893
+121
178
$1.19M 0.03%
8,842
+113
179
$1.17M 0.03%
236
+112
180
$1.14M 0.03%
4,905
-360
181
$1.14M 0.03%
5,138
+25
182
$1.13M 0.03%
+4,007
183
$1.11M 0.03%
21,167
-42,186
184
$1.1M 0.03%
15,302
+21
185
$1.05M 0.03%
10,507
+805
186
$1.05M 0.03%
3,803
+438
187
$1.04M 0.03%
8,344
-112
188
$1.03M 0.02%
5,586
189
$1.02M 0.02%
5,447
-510
190
$1.02M 0.02%
3,783
191
$1M 0.02%
10,336
-1,132
192
$1M 0.02%
25,024
+1,491
193
$997K 0.02%
3,575
+84
194
$994K 0.02%
21,452
-66
195
$989K 0.02%
8,214
+4,517
196
$984K 0.02%
+7,760
197
$978K 0.02%
5,644
+231
198
$960K 0.02%
10,831
-133
199
$953K 0.02%
28,177
+1,655
200
$945K 0.02%
295
+19
6 7
8
9 10