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
$3.92B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$22.2M
3
+$20.3M
4
FISV
Fiserv Inc
FISV
+$6.18M
5
UNH icon
UnitedHealth
UNH
+$5.54M

Top Sells

1
+$166M
2
+$11.6M
3
+$6.66M
4
SCHW icon
Charles Schwab
SCHW
+$4.86M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.42M

Sector Composition

1 Technology 12.72%
2 Healthcare 6.12%
3 Financials 5.75%
4 Consumer Discretionary 5.1%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$336K 0.01%
9,600
302
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3,408
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304
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325
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4,840
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11 12
13
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