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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
$3.71B
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
401
$141K ﹤0.01%
2,967
+27
402
$136K ﹤0.01%
10,235
-2,385
403
$119K ﹤0.01%
10,000
404
$105K ﹤0.01%
10,000
405
$23.5K ﹤0.01%
960
406
– –
-5,245
407
– –
-13,187
408
– –
-13,119
409
– –
-4,889
410
– –
-7,600
411
– –
-721
412
– –
-10,436
413
– –
-50,696
414
– –
-8,785
415
– –
-13,274
416
– –
-1,718
417
– –
-15,692
418
– –
-182,295
419
– –
-3,933
420
– –
-45,000
421
– –
-3,138
422
– –
-11,109
423
– –
-4,807
424
– –
-2,416
425
– –
-12,908
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