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
$4.02B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$10.6M
3
+$9.32M
4
MSCI icon
MSCI
MSCI
+$3.9M
5
ABT icon
Abbott
ABT
+$3.36M

Top Sells

1
+$31.5M
2
+$15.3M
3
+$7.97M
4
HON icon
Honeywell
HON
+$5.49M
5
B
Barnes Group Inc.
B
+$4.87M

Sector Composition

1 Technology 12%
2 Financials 6.81%
3 Healthcare 6.05%
4 Consumer Discretionary 4.99%
5 Consumer Staples 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$698K 0.02%
7,055
-3,281
227
$695K 0.02%
4,950
228
$694K 0.02%
2,915
-660
229
$688K 0.02%
864
+37
230
$686K 0.02%
3,977
-15
231
$680K 0.02%
4,283
-3,931
232
$677K 0.02%
5,142
233
$658K 0.02%
476
-2
234
$618K 0.02%
1,833
+1
235
$612K 0.02%
2,369
+25
236
$598K 0.01%
20,333
-924
237
$596K 0.01%
8,127
+627
238
$594K 0.01%
5,937
-88
239
$593K 0.01%
4,974
240
$592K 0.01%
5,378
+202
241
$567K 0.01%
7,986
242
$566K 0.01%
2,078
+160
243
$564K 0.01%
1,263
-5
244
$561K 0.01%
9,517
245
$560K 0.01%
2,224
+750
246
$541K 0.01%
7,954
-3,382
247
$540K 0.01%
14,262
+27
248
$537K 0.01%
23,805
+190
249
$531K 0.01%
9,293
+5,718
250
$526K 0.01%
4,314
-674
8 9
10
11 12