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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
$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
– –
-19,565
404
– –
-6,918
405
– –
-1,506
406
– –
-7,162
407
– –
-13,895
408
– –
-122
409
– –
-993
410
– –
-4,434
411
– –
-21,243
412
– –
-1,139
413
– –
-4,146
414
– –
-56,000
415
– –
-1,880
416
– –
-2,788
417
– –
-7,382
418
– –
-32,144
419
– –
-2,062
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