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
151
$1.81M 0.04%
8,365
-548
152
$1.72M 0.04%
2,343
-7
153
$1.71M 0.04%
8,143
-1,021
154
$1.7M 0.04%
25,977
+1,169
155
$1.7M 0.04%
18,494
-900
156
$1.7M 0.04%
23,898
-24,018
157
$1.68M 0.04%
7,604
-7,036
158
$1.66M 0.04%
7,781
+5,513
159
$1.57M 0.03%
12,235
+924
160
$1.56M 0.03%
5,707
+293
161
$1.49M 0.03%
21,721
-2,354
162
$1.49M 0.03%
8,127
-373
163
$1.45M 0.03%
8,787
164
$1.44M 0.03%
17,792
165
$1.44M 0.03%
19,055
166
$1.41M 0.03%
10,143
+2,383
167
$1.4M 0.03%
15,703
+867
168
$1.38M 0.03%
2,079
-13
169
$1.37M 0.03%
7,098
+4,742
170
$1.36M 0.03%
235
+12
171
$1.35M 0.03%
3,782
+50
172
$1.34M 0.03%
2,366
+182
173
$1.32M 0.03%
8,904
-1
174
$1.32M 0.03%
3,598
175
$1.31M 0.03%
2,307
-308
5 6
7
8 9