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
51
$2.91M 0.18%
49,551
-287
52
$2.88M 0.17%
17,034
+21
53
$2.87M 0.17%
20,282
+69
54
$2.83M 0.17%
20,065
-3,022
55
$2.8M 0.17%
61,948
-23,555
56
$2.7M 0.16%
43,578
-3,846
57
$2.67M 0.16%
16,629
+520
58
$2.67M 0.16%
10,882
-16
59
$2.65M 0.16%
8,452
+40
60
$2.65M 0.16%
24,066
+37
61
$2.64M 0.16%
14,950
+38
62
$2.49M 0.15%
16,305
63
$2.43M 0.15%
11,481
64
$2.41M 0.15%
54,238
-7,536
65
$2.32M 0.14%
32,415
-315
66
$2.17M 0.13%
23,414
-778
67
$2.15M 0.13%
23,377
-2,767
68
$1.99M 0.12%
10,093
-158
69
$1.97M 0.12%
151,000
-1,200
70
$1.94M 0.12%
40,260
-435
71
$1.9M 0.12%
63,435
-645
72
$1.89M 0.12%
7,852
73
$1.89M 0.11%
7,236
74
$1.83M 0.11%
25,093
-219
75
$1.82M 0.11%
9,263
-1,614
1 2
3
4 5