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
276
$427K 0.01%
4,474
-1,103
277
$422K 0.01%
7,813
-13,639
278
$421K 0.01%
5,471
+126
279
$420K 0.01%
9,368
+260
280
$418K 0.01%
1,567
+120
281
$415K 0.01%
4,500
-185
282
$412K 0.01%
2,085
-5,473
283
$407K 0.01%
2,268
-9
284
$406K 0.01%
2,356
-194
285
$401K 0.01%
1,991
-566
286
$397K 0.01%
4,125
287
$397K 0.01%
3,804
-1,436
288
$391K 0.01%
5,995
+826
289
$385K 0.01%
5,872
-671
290
$381K 0.01%
797
+202
291
$380K 0.01%
3,764
-320
292
$379K 0.01%
4,724
-86
293
$378K 0.01%
5,494
294
$377K 0.01%
945
+30
295
$375K 0.01%
4,485
-2,274
296
$374K 0.01%
4,710
297
$372K 0.01%
3,286
+16
298
$371K 0.01%
4,950
+3
299
$366K 0.01%
2,139
+60
300
$366K 0.01%
3,729
+140
10 11
12
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