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
51
$12M 0.26%
39,271
+300
52
$11.5M 0.25%
185,187
+6,827
53
$11.4M 0.25%
85,646
-3,850
54
$11.2M 0.24%
86,870
+1,026
55
$10.4M 0.23%
27,443
+14,318
56
$10.4M 0.22%
50,584
+1,132
57
$10.1M 0.22%
51,233
-1,199
58
$9.88M 0.21%
111,933
-2,176
59
$9.64M 0.21%
35,774
+525
60
$9.51M 0.21%
9,603
+114
61
$9.46M 0.21%
299,841
+27,485
62
$9.42M 0.2%
120,501
-3,535
63
$9.22M 0.2%
77,075
-2,340
64
$9.19M 0.2%
296,270
-1,502
65
$9.12M 0.2%
33,090
+4,181
66
$7.83M 0.17%
13,207
-114
67
$7.51M 0.16%
94,734
+5,514
68
$7.27M 0.16%
104,724
-11,829
69
$7.11M 0.15%
13,328
-680
70
$7.08M 0.15%
24,235
+734
71
$6.96M 0.15%
31,854
+1,201
72
$6.95M 0.15%
13,186
+24
73
$6.74M 0.15%
61,644
-392,737
74
$6.62M 0.14%
83,571
+11,465
75
$6.14M 0.13%
68,390
-137
1 2
3
4 5