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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
$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
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
$160K ﹤0.01%
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
– –
-2,402
385
– –
-960
386
– –
-5,366
387
– –
-2,295
388
– –
-621
389
– –
-11,300
390
– –
-2,329
391
– –
-4,825
392
– –
-11,825
393
– –
-4,418
394
– –
-3,812
395
– –
-1,994
396
– –
-2,023
397
– –
-13,530
398
– –
-1,585
399
– –
-805
400
– –
-28,199
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