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
$3.92B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$22.2M
3
+$20.3M
4
FISV
Fiserv Inc
FISV
+$6.18M
5
UNH icon
UnitedHealth
UNH
+$5.54M

Top Sells

1
+$166M
2
+$11.6M
3
+$6.66M
4
SCHW icon
Charles Schwab
SCHW
+$4.86M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.42M

Sector Composition

1 Technology 12.72%
2 Healthcare 6.12%
3 Financials 5.75%
4 Consumer Discretionary 5.1%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$178K ﹤0.01%
15,000
377
$174K ﹤0.01%
+10,609
378
$166K ﹤0.01%
2,937
-17
379
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13,743
-598
380
$116K ﹤0.01%
10,000
381
$104K ﹤0.01%
11,602
-3,127
382
$81.6K ﹤0.01%
+70,940
383
$40.7K ﹤0.01%
+11,400
384
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385
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387
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– –
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