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
251
$281K 0.01%
1,900
252
$280K 0.01%
21,300
253
$280K 0.01%
6,071
-6,542
254
$276K 0.01%
1,157
-29
255
$275K 0.01%
394
256
$274K 0.01%
897
257
$273K 0.01%
20,600
258
$273K 0.01%
1,203
+27
259
$273K 0.01%
26,200
260
$269K 0.01%
20,500
261
$266K 0.01%
3,039
-180
262
$255K 0.01%
+186
263
$254K 0.01%
3,616
-18
264
$254K 0.01%
6,604
-200
265
$253K 0.01%
2,882
266
$247K 0.01%
1,172
-14
267
$247K 0.01%
4,001
268
$241K 0.01%
2,502
269
$240K 0.01%
580
270
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+1,720
271
$234K 0.01%
2,007
272
$233K 0.01%
2,340
-90
273
$232K 0.01%
1,352
274
$229K 0.01%
3,255
-806
275
$228K 0.01%
3,763
9 10
11
12 13