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
351
$280K 0.01%
684
+29
352
$275K 0.01%
2,743
+64
353
$275K 0.01%
1,153
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354
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2,861
355
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19,439
356
$260K 0.01%
7,717
357
$259K 0.01%
3,000
358
$259K 0.01%
9,935
-190
359
$257K 0.01%
2,796
-120
360
$257K 0.01%
1,363
361
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1,140
362
$255K 0.01%
10,045
-22
363
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1,330
364
$251K 0.01%
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365
$249K 0.01%
759
366
$247K 0.01%
+870
367
$243K 0.01%
9,963
368
$243K 0.01%
23,443
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369
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370
$241K 0.01%
+1,967
371
$238K 0.01%
586
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372
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299
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373
$235K 0.01%
+1,116
374
$235K 0.01%
8,418
375
$234K 0.01%
4,435
-55
13 14
15
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