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
426
$12.1K ﹤0.01%
250
427
$11.8K ﹤0.01%
400
428
$10.2K ﹤0.01%
240
429
$6.39K ﹤0.01%
150
430
$3.9K ﹤0.01%
44
431
$1.72K ﹤0.01%
40
432
– –
-1,112
433
– –
-32
434
– –
-229
435
– –
-733
436
– –
-36,174
14 15 16 17
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