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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,970
227
-22,750
228
-5,350
229
-4,859
230
-2,410
231
-9,002
232
-1,425
233
-2,180
234
-32,228
235
-1,196
236
-1,018
237
-8,718
238
-12,963
239
-10,055
240
-2,246