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
$4.16B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$36.6M
3
+$7.62M
4
AAPL icon
Apple
AAPL
+$7.19M
5
PGR icon
Progressive
PGR
+$7.06M

Top Sells

1
+$11.9M
2
+$9.49M
3
+$7.85M
4
NKE icon
Nike
NKE
+$7.84M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.62M

Sector Composition

1 Technology 13.08%
2 Financials 6.02%
3 Healthcare 5.3%
4 Consumer Discretionary 5.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$64.6K ﹤0.01%
+23,758
402
$57.4K ﹤0.01%
+12,588
403
– –
-7,162
404
– –
-13,895
405
– –
-122
406
– –
-993
407
– –
-21,243
408
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-1,139
409
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-4,146
410
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-56,000
411
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-1,880
412
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-2,788
413
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-7,382
414
– –
-32,144
415
– –
-2,062
416
– –
-19,565
417
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-6,918
418
– –
-4,434
419
– –
-1,506
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