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
$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
376
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-2,502
377
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378
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-7,787
379
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-13,250
380
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-6,630
381
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-580
382
$0 ﹤0.01%
18
383
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-7,829
384
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-1,000
385
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-636
386
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-2,007
387
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-4,759
388
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-82,681
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