CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$41.7M
3
+$25.1M
4
AMZN icon
Amazon
AMZN
+$2.47M
5
NKE icon
Nike
NKE
+$1.9M

Top Sells

1
+$64.3M
2
+$10.3M
3
+$2.49M
4
META icon
Meta Platforms (Facebook)
META
+$2M
5
RGA icon
Reinsurance Group of America
RGA
+$1.96M

Sector Composition

1 Technology 7.62%
2 Healthcare 5.22%
3 Financials 3.77%
4 Industrials 3.48%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
244
302
$16K ﹤0.01%
870
303
$14K ﹤0.01%
133
-4,166
304
$14K ﹤0.01%
733
305
$14K ﹤0.01%
400
306
$10K ﹤0.01%
360
307
$8K ﹤0.01%
150
308
$4K ﹤0.01%
20
-3,390
309
$4K ﹤0.01%
150
-600
310
$3K ﹤0.01%
26
311
$3K ﹤0.01%
47
-360
312
– –
-894
313
– –
-7,336
314
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-1,440
315
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-8,846
316
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317
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318
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319
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320
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321
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322
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-9,884
323
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-1,352
324
– –
-27,945
325
– –
-3,961
11 12
13
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