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
1
$1.66B 39.89%
2,818,522
+61,887
2
$149M 3.59%
596,564
+30,490
3
$136M 3.26%
1,272,175
-110,440
4
$129M 3.09%
305,058
+7,848
5
$125M 3.01%
2,604,298
-63,701
6
$113M 2.72%
428,294
+422,294
7
$98.6M 2.37%
449,192
+24,733
8
$96.8M 2.33%
721,061
-56,987
9
$60.7M 1.46%
320,589
+4,150
10
$54.1M 1.3%
92,297
+907
11
$53.8M 1.29%
138,312
+6,119
12
$51.8M 1.24%
96,096
+115
13
$50.8M 1.22%
441,255
+3,680
14
$42.6M 1.02%
223,813
+10,220
15
$40M 0.96%
238,568
-3,081
16
$35.5M 0.85%
172,655
+14,546
17
$32.8M 0.79%
103,770
+768
18
$30.1M 0.72%
125,712
+12,805
19
$29.6M 0.71%
69,681
+2,394
20
$29.4M 0.71%
167,914
-30,145
21
$28.4M 0.68%
97,885
22
$28.1M 0.68%
194,396
-1,543
23
$27.7M 0.67%
229,007
+26,213
24
$27.2M 0.66%
301,477
+22,961
25
$25.9M 0.62%
121,756
+146
1
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