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
$4.61B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$96.1M
3
+$6.74M
4
ADBE icon
Adobe
ADBE
+$6.53M
5
LLY icon
Eli Lilly
LLY
+$5.57M

Top Sells

1
+$58.8M
2
+$40.6M
3
+$14.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.96M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M

Sector Composition

1 Technology 12.43%
2 Financials 6.22%
3 Consumer Discretionary 4.78%
4 Healthcare 4.74%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$588K 0.01%
2,343
-3
252
$577K 0.01%
1,898
-15
253
$577K 0.01%
5,148
-789
254
$572K 0.01%
8,127
255
$569K 0.01%
7,005
256
$568K 0.01%
5,748
-124
257
$563K 0.01%
18,825
-4,270
258
$562K 0.01%
5,177
259
$560K 0.01%
3,880
-18
260
$552K 0.01%
9,421
+53
261
$551K 0.01%
4,546
-428
262
$549K 0.01%
11,091
263
$547K 0.01%
23,805
264
$543K 0.01%
9,262
+869
265
$518K 0.01%
5,656
+1,927
266
$513K 0.01%
3,291
-1,019
267
$513K 0.01%
6,899
+904
268
$509K 0.01%
4,314
269
$509K 0.01%
5,200
270
$507K 0.01%
12,000
271
$494K 0.01%
7,302
-652
272
$492K 0.01%
5,739
273
$491K 0.01%
5,736
-256
274
$489K 0.01%
1,425
-26
275
$487K 0.01%
2,235
+4
9 10
11
12 13