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
-$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
351
– –
-205
352
– –
-342
353
– –
-545
354
– –
-5,831
355
– –
-2,841
356
– –
-14,213
357
– –
-3,397
358
– –
-1,213
359
– –
-405
360
– –
-45,490
361
– –
-16,473
362
– –
-7,590
363
– –
-2,118
364
– –
-2,857
365
– –
-320
366
– –
-17,936
367
– –
-7,472
368
– –
-7,336
369
– –
-1,440
370
– –
-8,846
371
– –
-71
372
– –
-2,443
373
– –
-3
374
– –
-1,594
375
– –
-259
12 13 14
15
16