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
$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
1
$859M 33.69%
2,000,745
+66,950
2
$283M 11.08%
1,993,956
-17,484
3
$122M 4.78%
1,188,651
-72,206
4
$114M 4.45%
2,386,970
+5,933
5
$96.1M 3.77%
2,768,114
-359,893
6
$71.6M 2.81%
418,117
+45,390
7
$70.5M 2.76%
+767,271
8
$62.8M 2.46%
198,949
+36,434
9
$39.7M 1.56%
312,367
10
$34.8M 1.36%
81,429
+4,391
11
$33M 1.3%
351,386
+9,219
12
$24.4M 0.96%
191,745
+62,165
13
$21.9M 0.86%
62,510
+3,014
14
$19.7M 0.77%
150,821
+30,692
15
$19.1M 0.75%
63,097
+4,943
16
$18.9M 0.74%
143,102
+35,904
17
$17.2M 0.67%
118,644
+11,754
18
$15.4M 0.6%
105,688
+6,187
19
$14.3M 0.56%
27
20
$14.1M 0.55%
90,366
+10,822
21
$13M 0.51%
297,970
+89,020
22
$12.2M 0.48%
125,965
+4,444
23
$11M 0.43%
73,514
+1,139
24
$10.3M 0.41%
20,487
+6,796
25
$10.3M 0.4%
87,734
-3,843
1
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