CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.62M
4
ILMN icon
Illumina
ILMN
+$982K
5
BAC icon
Bank of America
BAC
+$801K

Top Sells

1
+$20.1M
2
+$6.4M
3
+$2.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.19M

Sector Composition

1 Technology 7.98%
2 Healthcare 4.01%
3 Financials 3.71%
4 Industrials 3.6%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
96
277
$13K ﹤0.01%
200
278
$10K ﹤0.01%
360
279
$6K ﹤0.01%
9,079
-4,140
280
$3K ﹤0.01%
90
281
$3K ﹤0.01%
62
282
$2K ﹤0.01%
38
283
$0 ﹤0.01%
15
284
– –
-3,836
285
– –
-19,137
286
– –
-735
287
– –
-2,550
288
– –
-3,825
289
– –
-7,815
290
– –
-10,265
291
– –
-3,576
292
– –
-2,003
293
– –
-295
294
– –
-13,273
295
$0 ﹤0.01%
+3
296
– –
-8,786
297
$0 ﹤0.01%
+3
298
– –
-13,875
299
$0 ﹤0.01%
+4
8 9 10 11
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