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
451
$31.1K ﹤0.01%
+428
452
$30.9K ﹤0.01%
+1,513
453
$25.9K ﹤0.01%
+870
454
$25.6K ﹤0.01%
+1,160
455
$24.3K ﹤0.01%
+1,056
456
$22.9K ﹤0.01%
+554
457
$21.1K ﹤0.01%
+202
458
$19.6K ﹤0.01%
+206
459
$19.5K ﹤0.01%
+837
460
$19.5K ﹤0.01%
+803
461
$18.8K ﹤0.01%
+360
462
$15.9K ﹤0.01%
+310
463
$14.3K ﹤0.01%
+240
464
$9.89K ﹤0.01%
+151
465
$7.17K ﹤0.01%
+53
466
$6.85K ﹤0.01%
+76
467
$4.9K ﹤0.01%
+150
468
$4.75K ﹤0.01%
+80
469
$4.53K ﹤0.01%
+57
470
$3.76K ﹤0.01%
+162
471
$3.73K ﹤0.01%
+97
472
$2.77K ﹤0.01%
+31
473
$2.74K ﹤0.01%
+70
474
$2.44K ﹤0.01%
+26
475
$1.85K ﹤0.01%
+20
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