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
376
$234K 0.01%
2,128
377
$232K 0.01%
1,800
378
$231K 0.01%
+1,718
379
$227K ﹤0.01%
2,607
+286
380
$227K ﹤0.01%
2,811
-10
381
$226K ﹤0.01%
2,978
+150
382
$225K ﹤0.01%
+1,076
383
$222K ﹤0.01%
+5,118
384
$222K ﹤0.01%
+2,933
385
$221K ﹤0.01%
5,042
386
$221K ﹤0.01%
+431
387
$221K ﹤0.01%
4,219
388
$216K ﹤0.01%
+800
389
$216K ﹤0.01%
+1,343
390
$215K ﹤0.01%
+1,551
391
$212K ﹤0.01%
14,062
-610
392
$212K ﹤0.01%
1,766
-14
393
$208K ﹤0.01%
6,578
-350
394
$207K ﹤0.01%
+1,564
395
$206K ﹤0.01%
+2,296
396
$205K ﹤0.01%
2,515
-267
397
$202K ﹤0.01%
+2,506
398
$201K ﹤0.01%
1,830
399
$196K ﹤0.01%
+2,911
400
$193K ﹤0.01%
+2,500
14 15
16
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