CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
This Quarter Return
+4.11%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.85B
AUM Growth
+$1.85B
Cap. Flow
+$9.41M
Cap. Flow %
0.51%
Top 10 Hldgs %
63.34%
Holding
253
New
8
Increased
80
Reduced
117
Closed
7
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RAI
251
DELISTED
Reynolds American Inc
RAI
-5,157
Closed -$335K
SPLS
252
DELISTED
Staples Inc
SPLS
-16,080
Closed -$162K