CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
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
+$38.7M
3
+$25M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
NKE icon
Nike
NKE
+$1.64M

Top Sells

1
+$64.3M
2
+$9.52M
3
+$2.2M
4
LLY icon
Eli Lilly
LLY
+$2.04M
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
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