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
176
$1.28M 0.03%
1,826
-10
177
$1.27M 0.03%
2,377
-2
178
$1.27M 0.03%
3,752
179
$1.27M 0.03%
35,577
-2,666
180
$1.26M 0.03%
9,914
+726
181
$1.24M 0.03%
12,749
-51
182
$1.19M 0.03%
21,266
-200
183
$1.17M 0.03%
17,025
+1,402
184
$1.17M 0.03%
6,020
+41
185
$1.17M 0.03%
2,147
-121
186
$1.16M 0.03%
5,986
+400
187
$1.16M 0.03%
18,878
+102
188
$1.11M 0.02%
28,936
+1,790
189
$1.1M 0.02%
12,195
+60
190
$1.08M 0.02%
3,783
191
$1.08M 0.02%
4,547
192
$1.08M 0.02%
290
-5
193
$1.06M 0.02%
+24,505
194
$1.05M 0.02%
36,356
+8,309
195
$1.05M 0.02%
17,493
-2,579
196
$1.05M 0.02%
14,341
-89
197
$1.04M 0.02%
12,507
198
$1.03M 0.02%
5,297
199
$1.02M 0.02%
+30,932
200
$998K 0.02%
1,990
-6
6 7
8
9 10