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
126
$2.48M 0.05%
2,367
-7
127
$2.47M 0.05%
9,241
+1,330
128
$2.34M 0.05%
14,694
-655
129
$2.34M 0.05%
3,304
-228
130
$2.26M 0.05%
6,846
-80
131
$2.25M 0.05%
26,983
+2,652
132
$2.18M 0.05%
14,579
-510
133
$2.17M 0.05%
13,372
+148
134
$2.17M 0.05%
46,884
+1,406
135
$2.15M 0.05%
1,828
-302
136
$2.05M 0.04%
28,637
-108
137
$2.04M 0.04%
7,235
+1,409
138
$1.99M 0.04%
10,665
+1,845
139
$1.98M 0.04%
6,844
+3,217
140
$1.97M 0.04%
48,240
141
$1.96M 0.04%
9,420
-1,638
142
$1.94M 0.04%
86,750
+1,865
143
$1.94M 0.04%
15,352
144
$1.93M 0.04%
11,645
-27
145
$1.93M 0.04%
10,941
-995
146
$1.92M 0.04%
19,499
147
$1.92M 0.04%
4,302
-183
148
$1.86M 0.04%
56,345
-88,097
149
$1.86M 0.04%
13,961
+5
150
$1.83M 0.04%
2,318
-112
4 5
6
7 8