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
426
$91.5K ﹤0.01%
+1,250
427
$89.4K ﹤0.01%
+2,378
428
$84.1K ﹤0.01%
+3,041
429
$84.1K ﹤0.01%
+1,345
430
$76.1K ﹤0.01%
+958
431
$73.7K ﹤0.01%
+2,225
432
$70.1K ﹤0.01%
+670
433
$69.8K ﹤0.01%
+382
434
$68.2K ﹤0.01%
+1,059
435
$64.2K ﹤0.01%
+1,350
436
$60.9K ﹤0.01%
+741
437
$59.2K ﹤0.01%
10,000
438
$58.6K ﹤0.01%
+500
439
$57.8K ﹤0.01%
+1,252
440
$54.8K ﹤0.01%
+500
441
$49.5K ﹤0.01%
11,400
442
$45.2K ﹤0.01%
+513
443
$42.3K ﹤0.01%
+574
444
$40.3K ﹤0.01%
+500
445
$39K ﹤0.01%
295
-3,424
446
$37.6K ﹤0.01%
+600
447
$36.8K ﹤0.01%
+923
448
$34.6K ﹤0.01%
+440
449
$33.3K ﹤0.01%
+335
450
$33.3K ﹤0.01%
+250
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