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
251
$521K 0.01%
5,992
+83
252
$514K 0.01%
1,913
+150
253
$507K 0.01%
1,451
+339
254
$504K 0.01%
8,393
-3,996
255
$502K 0.01%
11,091
+4,266
256
$499K 0.01%
5,177
257
$492K 0.01%
2,215
-255
258
$492K 0.01%
9,451
-65
259
$491K 0.01%
2,346
-327
260
$489K 0.01%
5,832
261
$485K 0.01%
180
262
$485K 0.01%
12,000
263
$477K 0.01%
7,005
264
$468K 0.01%
3,719
265
$464K 0.01%
2,231
+24
266
$462K 0.01%
1,101
267
$459K 0.01%
5,126
-213
268
$455K 0.01%
4,430
+103
269
$454K 0.01%
10,871
-1,960
270
$453K 0.01%
1,979
+76
271
$451K 0.01%
11,777
272
$445K 0.01%
4,312
-3,079
273
$443K 0.01%
5,739
274
$442K 0.01%
5,200
275
$431K 0.01%
3,940
-605
9 10
11
12 13