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
$2.55B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$70.3M
2
+$29.9M
3
+$12M
4
AMZN icon
Amazon
AMZN
+$8.33M
5
AAPL icon
Apple
AAPL
+$8.32M

Top Sells

1
+$13M
2
+$7.62M
3
+$2.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.6M

Sector Composition

1 Technology 8.87%
2 Healthcare 4.73%
3 Financials 4.47%
4 Industrials 3.86%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$235K 0.01%
1,173
+110
327
$231K 0.01%
6,514
328
$231K 0.01%
+1,148
329
$231K 0.01%
+7,654
330
$231K 0.01%
+2,864
331
$230K 0.01%
+4,817
332
$229K 0.01%
+1,533
333
$228K 0.01%
+4,281
334
$228K 0.01%
2,916
+270
335
$227K 0.01%
3,674
-1,000
336
$225K 0.01%
+1,579
337
$221K 0.01%
1,828
-7,489
338
$220K 0.01%
+2,066
339
$220K 0.01%
+7,212
340
$220K 0.01%
4,096
341
$212K 0.01%
20,900
342
$211K 0.01%
+6,374
343
$209K 0.01%
+3,953
344
$204K 0.01%
1,559
+221
345
$204K 0.01%
7,526
+905
346
$203K 0.01%
+1,434
347
$202K 0.01%
26,200
348
$202K 0.01%
1,440
-422
349
$201K 0.01%
+392
350
$201K 0.01%
+1,463
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