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
301
$142K 0.01%
1,295
302
$139K 0.01%
1,085
303
$129K 0.01%
2,315
-12
304
$120K 0.01%
12,329
305
$114K 0.01%
+11,270
306
$110K 0.01%
1,250
307
$102K 0.01%
1,921
308
$102K 0.01%
488
309
$98K 0.01%
5,128
310
$96K 0.01%
2,625
311
$92K ﹤0.01%
1,594
-1,770
312
$91K ﹤0.01%
673
313
$84K ﹤0.01%
2,048
-2,065
314
$82K ﹤0.01%
13,915
315
$79K ﹤0.01%
1,290
316
$74K ﹤0.01%
1,110
317
$73K ﹤0.01%
585
318
$70K ﹤0.01%
1,345
319
$69K ﹤0.01%
800
320
$69K ﹤0.01%
1,372
321
$66K ﹤0.01%
928
322
$64K ﹤0.01%
1,350
323
$61K ﹤0.01%
670
324
$60K ﹤0.01%
784
+590
325
$51K ﹤0.01%
1,851
-1,120
11 12
13
14 15