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
301
$380K 0.01%
5,647
+107
302
$377K 0.01%
3,267
-1,207
303
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1,234
304
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305
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306
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1,565
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307
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15,396
308
$372K 0.01%
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309
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310
$370K 0.01%
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-62
311
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312
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313
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10,682
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314
$360K 0.01%
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315
$359K 0.01%
4,845
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316
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317
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2,132
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319
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320
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957
321
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121
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3,282
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323
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324
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939
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325
$334K 0.01%
1,273
-42
11 12
13
14 15