CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.62M
4
ILMN icon
Illumina
ILMN
+$982K
5
BAC icon
Bank of America
BAC
+$801K

Top Sells

1
+$20.1M
2
+$6.4M
3
+$2.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.19M

Sector Composition

1 Technology 7.98%
2 Healthcare 4.01%
3 Financials 3.71%
4 Industrials 3.6%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.73M 0.35%
84,484
-12,090
27
$5.6M 0.34%
31,806
-350
28
$5.59M 0.34%
71,637
-200
29
$5.07M 0.31%
137,817
-9,312
30
$4.89M 0.3%
109,334
+9,561
31
$4.83M 0.29%
22,753
+49
32
$4.67M 0.28%
38,592
-3,002
33
$4.57M 0.28%
77,633
34
$4.54M 0.28%
55,379
-2,687
35
$4.24M 0.26%
20,785
-6
36
$4.02M 0.24%
17,476
-85
37
$4M 0.24%
58,507
-3,010
38
$3.96M 0.24%
18,445
-310
39
$3.95M 0.24%
26,607
-934
40
$3.88M 0.24%
19,992
-85
41
$3.75M 0.23%
42,378
+1,210
42
$3.71M 0.23%
47,876
43
$3.46M 0.21%
23,712
-609
44
$3.42M 0.21%
90,191
+620
45
$3.34M 0.2%
16,050
+1,164
46
$3.25M 0.2%
9,898
+445
47
$3.22M 0.2%
78,076
-13,366
48
$3.11M 0.19%
27,440
+175
49
$2.99M 0.18%
16,483
+34
50
$2.95M 0.18%
53,854
+1,527
1
2
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