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
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$27.8M
3
+$21.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$115M
2
+$25.8M
3
+$6.39M
4
AMAT icon
Applied Materials
AMAT
+$4.3M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.86%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$261K 0.01%
887
352
$259K 0.01%
2,294
353
$257K 0.01%
4,759
354
$257K 0.01%
12,630
355
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+1,982
356
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357
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3,654
358
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359
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3,812
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360
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740
-13
361
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+4,710
362
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363
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364
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2,180
365
$234K 0.01%
+1,264
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$233K 0.01%
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367
$232K 0.01%
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368
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369
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371
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373
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374
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2,622
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375
$228K 0.01%
26,907
-1,890
13 14
15
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