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
201
$313K 0.02%
20,600
202
$312K 0.02%
3,885
203
$312K 0.02%
1,184
204
$311K 0.02%
20,500
205
$311K 0.02%
23,558
206
$309K 0.02%
2,185
+285
207
$307K 0.02%
1,058
-405
208
$305K 0.02%
26,200
209
$297K 0.02%
7,249
-134
210
$296K 0.02%
10,030
-815
211
$287K 0.02%
4,616
212
$285K 0.02%
1,036
-180
213
$273K 0.02%
2,760
+69
214
$272K 0.02%
766
-286
215
$268K 0.02%
+405
216
$267K 0.02%
1,416
-13
217
$267K 0.02%
1,845
-364
218
$264K 0.02%
1,250
+200
219
$250K 0.02%
16,000
220
$249K 0.02%
1,018
221
$247K 0.02%
+1,870
222
$240K 0.01%
1,190
-120
223
$240K 0.01%
3,727
224
$236K 0.01%
2,497
+145
225
$235K 0.01%
19,975
+367
7 8
9
10 11