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
201
$724K 0.03%
19,750
+1,400
202
$703K 0.03%
6,000
+648
203
$698K 0.03%
18,393
+11,130
204
$695K 0.03%
6,194
+3,814
205
$690K 0.03%
7,592
-202
206
$680K 0.03%
3,460
+371
207
$675K 0.03%
2,360
208
$672K 0.03%
11,496
+7,920
209
$671K 0.03%
+5,580
210
$669K 0.03%
9,165
-1,700
211
$667K 0.03%
9,616
+1,277
212
$664K 0.03%
22,056
213
$654K 0.03%
6,234
-2,241
214
$652K 0.03%
+14,100
215
$651K 0.03%
+6,303
216
$643K 0.03%
9,042
+1,890
217
$630K 0.02%
4,132
+840
218
$624K 0.02%
+8,822
219
$623K 0.02%
+8,356
220
$623K 0.02%
+11,415
221
$622K 0.02%
26,686
222
$621K 0.02%
3,154
+316
223
$616K 0.02%
+2,019
224
$609K 0.02%
+2,475
225
$601K 0.02%
2,889
+961
7 8
9
10 11