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
151
$582K 0.04%
2,595
+574
152
$582K 0.04%
3,843
153
$559K 0.03%
3,230
+585
154
$557K 0.03%
12,055
155
$557K 0.03%
5,969
+161
156
$548K 0.03%
+5,030
157
$545K 0.03%
11,690
-1,470
158
$541K 0.03%
+6,019
159
$529K 0.03%
1,939
-28
160
$523K 0.03%
7,190
-53
161
$515K 0.03%
43,746
162
$513K 0.03%
6,188
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163
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5,393
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164
$485K 0.03%
7,015
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165
$483K 0.03%
2,319
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166
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167
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168
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169
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17,000
170
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2,711
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171
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172
$459K 0.03%
8,850
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173
$443K 0.03%
8,569
174
$442K 0.03%
6,557
-1,706
175
$441K 0.03%
7,537
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