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
201
$944K 0.02%
1,362
+502
202
$942K 0.02%
1,991
+94
203
$940K 0.02%
11,895
+825
204
$939K 0.02%
13,002
+782
205
$898K 0.02%
9,722
+353
206
$877K 0.02%
827
+108
207
$871K 0.02%
1,857
+33
208
$865K 0.02%
2,091
+39
209
$850K 0.02%
4,021
-479
210
$832K 0.02%
5,109
+1,395
211
$828K 0.02%
6,002
+236
212
$821K 0.02%
6,255
+435
213
$819K 0.02%
13,220
+609
214
$819K 0.02%
9,007
+350
215
$818K 0.02%
740
216
$811K 0.02%
7,668
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217
$790K 0.02%
4,950
218
$771K 0.02%
2,607
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219
$766K 0.02%
22,056
220
$755K 0.02%
2,198
221
$753K 0.02%
6,451
+231
222
$716K 0.02%
4,382
-357
223
$708K 0.02%
5,240
+1,814
224
$708K 0.02%
5,051
-3,280
225
$703K 0.02%
23,784
+3,679
7 8
9
10 11