CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$6.99M
3
+$5.34M
4
DE icon
Deere & Co
DE
+$3.54M
5
DFS
Discover Financial Services
DFS
+$3.13M

Top Sells

1
+$18.9M
2
+$2.29M
3
+$1.55M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.47M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.37M

Sector Composition

1 Technology 8.74%
2 Financials 4.94%
3 Healthcare 4.92%
4 Industrials 3.65%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.02%
1,755
227
$360K 0.02%
1,440
228
$351K 0.02%
9,517
229
$349K 0.02%
11,879
230
$347K 0.02%
7,590
231
$346K 0.02%
7,665
-1,129
232
$340K 0.02%
+1,198
233
$340K 0.02%
32,500
234
$340K 0.02%
1,303
+64
235
$332K 0.02%
2,190
-1,670
236
$331K 0.02%
4,160
237
$327K 0.02%
13,184
-50
238
$316K 0.02%
3,367
-61
239
$312K 0.02%
5,086
-25,308
240
$308K 0.02%
3,390
241
$307K 0.02%
2,841
+11
242
$305K 0.02%
2,321
-69
243
$303K 0.02%
1,643
-22
244
$302K 0.02%
1,216
+26
245
$299K 0.02%
3,337
-150
246
$297K 0.02%
2,386
-450
247
$293K 0.02%
7,942
-204
248
$288K 0.02%
5,180
249
$281K 0.01%
6,802
250
$281K 0.01%
1,614
8 9
10
11 12