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
351
$201K 0.01%
+79
352
$199K 0.01%
11,248
+73
353
$198K 0.01%
20,500
354
$197K 0.01%
3,960
-12,115
355
$195K 0.01%
1,880
356
$191K 0.01%
3,575
357
$182K 0.01%
1,585
+500
358
$180K 0.01%
3,436
+2,646
359
$178K 0.01%
18,366
360
$172K 0.01%
+21,473
361
$164K 0.01%
+11,125
362
$160K 0.01%
16,231
+281
363
$156K 0.01%
+1,440
364
$147K 0.01%
19,814
365
$146K 0.01%
2,506
366
$141K 0.01%
1,330
367
$134K 0.01%
2,934
+24
368
$133K 0.01%
+3,000
369
$132K 0.01%
1,033
370
$117K ﹤0.01%
1,448
-124
371
$112K ﹤0.01%
+2,474
372
$110K ﹤0.01%
735
373
$110K ﹤0.01%
1,195
+25
374
$102K ﹤0.01%
1,921
375
$101K ﹤0.01%
+11,935
13 14
15
16 17