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
101
$3.56M 0.08%
12,078
+2,320
102
$3.41M 0.07%
25,243
103
$3.4M 0.07%
25,524
-116
104
$3.39M 0.07%
6,672
-159
105
$3.39M 0.07%
139,907
+19,722
106
$3.39M 0.07%
15,258
-315
107
$3.38M 0.07%
91,719
-1,614
108
$3.36M 0.07%
43,089
-781
109
$3.33M 0.07%
41,517
+503
110
$3.31M 0.07%
12,445
+464
111
$3.26M 0.07%
47,023
-6,462
112
$3.24M 0.07%
21,291
+3,204
113
$3.15M 0.07%
13,239
-208
114
$3.15M 0.07%
34,475
-1,551
115
$3.07M 0.07%
+28,825
116
$3.04M 0.07%
33,141
-11,869
117
$2.97M 0.06%
12,010
+2,785
118
$2.92M 0.06%
61,678
-1,734
119
$2.8M 0.06%
23,111
120
$2.73M 0.06%
103,014
121
$2.66M 0.06%
24,196
-691
122
$2.65M 0.06%
12,953
+3,591
123
$2.61M 0.06%
18,517
+7,522
124
$2.56M 0.06%
4,847
+1,555
125
$2.49M 0.05%
10,018
3 4
5
6 7