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
201
$962K 0.02%
+3,961
202
$955K 0.02%
14,655
-34
203
$939K 0.02%
1,048
-4
204
$922K 0.02%
12,381
-655
205
$916K 0.02%
5,029
+746
206
$915K 0.02%
3,999
-22
207
$914K 0.02%
21,117
-292
208
$889K 0.02%
9,782
+791
209
$878K 0.02%
1,095
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210
$858K 0.02%
4,950
211
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21,285
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212
$841K 0.02%
9,882
+1,896
213
$837K 0.02%
22,056
214
$834K 0.02%
2,693
-5
215
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11,830
-14,067
216
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5,750
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217
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2,253
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218
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219
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2,421
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220
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2,343
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221
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3,147
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222
$773K 0.02%
4,382
223
$769K 0.02%
4,465
+2,750
224
$767K 0.02%
3,500
225
$764K 0.02%
4,696
-399
7 8
9
10 11