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
76
$5.72M 0.12%
60,973
77
$5.57M 0.12%
12,702
-434
78
$5.24M 0.11%
12,922
-14,263
79
$5.16M 0.11%
20,034
+6,342
80
$4.75M 0.1%
35,248
+580
81
$4.72M 0.1%
91,121
+270
82
$4.6M 0.1%
25,146
-187
83
$4.56M 0.1%
19,822
-834
84
$4.53M 0.1%
16,227
+1,100
85
$4.41M 0.1%
13,889
-742
86
$4.4M 0.1%
49,239
-2,736
87
$4.22M 0.09%
28,929
+113
88
$4.02M 0.09%
28,096
-3,866
89
$4.01M 0.09%
10,329
+2,648
90
$3.95M 0.09%
61,948
91
$3.95M 0.09%
19,636
-2,690
92
$3.88M 0.08%
54,793
-5,860
93
$3.87M 0.08%
19,847
-7,678
94
$3.84M 0.08%
12,307
-38,680
95
$3.83M 0.08%
16,443
-4,395
96
$3.76M 0.08%
9,513
-975
97
$3.7M 0.08%
25,074
+445
98
$3.68M 0.08%
34,859
-1,265
99
$3.67M 0.08%
12,280
-814
100
$3.57M 0.08%
26,670
-1,340
2 3
4
5 6