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
401
$49.3K ﹤0.01%
670
402
$48.9K ﹤0.01%
+548
403
$46.5K ﹤0.01%
928
404
$45.2K ﹤0.01%
+21,228
405
$43.8K ﹤0.01%
+450
406
$43.3K ﹤0.01%
784
407
$37.1K ﹤0.01%
857
408
$36.9K ﹤0.01%
500
409
$35K ﹤0.01%
2,076
410
$34.4K ﹤0.01%
+4,301
411
$34.2K ﹤0.01%
455
+85
412
$30.3K ﹤0.01%
+151
413
$27.4K ﹤0.01%
1,467
414
$24.2K ﹤0.01%
428
-2,300
415
$23.8K ﹤0.01%
820
416
$18.2K ﹤0.01%
350
417
$18K ﹤0.01%
870
418
$17.9K ﹤0.01%
960
419
$17.5K ﹤0.01%
352
420
$17.3K ﹤0.01%
434
421
$16.7K ﹤0.01%
550
+70
422
$16.2K ﹤0.01%
292
423
$14.9K ﹤0.01%
+296
424
$12.6K ﹤0.01%
319
425
$12.2K ﹤0.01%
360
14 15 16
17
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