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
201
$338K 0.02%
4,081
+2,359
202
$337K 0.02%
11,879
203
$335K 0.02%
7,283
-51
204
$332K 0.02%
2,932
-20
205
$332K 0.02%
3,367
206
$327K 0.02%
1,526
+328
207
$327K 0.02%
9,517
208
$324K 0.02%
2,948
-241
209
$318K 0.02%
6,540
210
$307K 0.02%
32,500
211
$304K 0.02%
+11,000
212
$304K 0.02%
3,448
213
$303K 0.02%
4,349
-2,858
214
$303K 0.02%
4,244
215
$302K 0.02%
+6,627
216
$300K 0.02%
3,487
+150
217
$294K 0.02%
+6,250
218
$294K 0.02%
1,216
219
$291K 0.02%
2,321
220
$289K 0.02%
5,180
221
$285K 0.02%
1,305
-180
222
$277K 0.02%
+11,368
223
$270K 0.02%
3,547
+508
224
$258K 0.02%
7,222
+420
225
$255K 0.02%
20,600
7 8
9
10 11