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
276
$225K 0.01%
+7,000
277
$221K 0.01%
4,759
278
$220K 0.01%
+3,188
279
$220K 0.01%
2,118
-1,920
280
$219K 0.01%
+2,125
281
$218K 0.01%
+8,418
282
$218K 0.01%
2,700
283
$211K 0.01%
+2,491
284
$210K 0.01%
+1,634
285
$209K 0.01%
2,382
286
$207K 0.01%
636
-790
287
$207K 0.01%
1,213
288
$204K 0.01%
+1,787
289
$204K 0.01%
405
290
$200K 0.01%
2,857
-1,699
291
$195K 0.01%
13,726
-5,500
292
$189K 0.01%
3,440
-6
293
$183K 0.01%
1,406
-415
294
$178K 0.01%
12,800
-3,200
295
$172K 0.01%
9,678
296
$167K 0.01%
1,033
297
$164K 0.01%
14,507
-5,125
298
$152K 0.01%
1,400
299
$147K 0.01%
1,330
300
$144K 0.01%
1,722
10 11
12
13 14