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
126
$873K 0.05%
23,130
-1,085
127
$863K 0.05%
3,987
128
$851K 0.05%
8,855
-130
129
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6,725
130
$843K 0.05%
6,486
131
$840K 0.05%
5,648
132
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3,306
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133
$778K 0.05%
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134
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9,060
135
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11,335
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136
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5,806
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137
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138
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139
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140
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141
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142
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144
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145
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2,155
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146
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147
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148
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11,015
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149
$589K 0.04%
1,666
150
$583K 0.04%
11,632
-23,667
4 5
6
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