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
176
$440K 0.03%
3,189
-314
177
$436K 0.03%
10,552
+152
178
$431K 0.03%
4,536
179
$428K 0.03%
856
+104
180
$428K 0.03%
11,893
181
$426K 0.03%
2,700
182
$423K 0.03%
9,205
-2,225
183
$406K 0.02%
16,612
184
$392K 0.02%
4,727
+183
185
$384K 0.02%
7,420
186
$379K 0.02%
3,210
+140
187
$373K 0.02%
2,815
+200
188
$369K 0.02%
32,500
+22,500
189
$368K 0.02%
12,177
190
$350K 0.02%
490
+65
191
$348K 0.02%
644
+30
192
$343K 0.02%
+2,545
193
$335K 0.02%
3,448
194
$334K 0.02%
4,862
195
$333K 0.02%
5,708
+204
196
$322K 0.02%
21,300
197
$321K 0.02%
+4,950
198
$321K 0.02%
20,900
199
$319K 0.02%
+5,388
200
$313K 0.02%
3,455
+65
6 7
8
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