We are live on ! Find out more
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
$1.65B
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$9.16M
4
TGT icon
Target
TGT
+$2.46M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.8M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$5.77M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5.74M
5
JPM icon
JPMorgan Chase
JPM
+$4.91M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-133
302
– –
-158
303
– –
-529
304
– –
-905
305
– –
-5,988
306
– –
-9,111
307
– –
-254
308
– –
-335
309
– –
-594
310
– –
-299
311
– –
-6,241
312
– –
-3,164
313
– –
-888
314
– –
-900
9 10 11 12
13