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
301
$365K 0.01%
1,374
-44
302
$361K 0.01%
193
303
$357K 0.01%
4,613
-220
304
$356K 0.01%
561
+10
305
$355K 0.01%
6,174
+243
306
$349K 0.01%
+13,880
307
$348K 0.01%
+16,810
308
$346K 0.01%
1,027
-4
309
$344K 0.01%
8,156
+279
310
$343K 0.01%
7,265
311
$336K 0.01%
5,540
+800
312
$335K 0.01%
+2,535
313
$334K 0.01%
+1,234
314
$332K 0.01%
764
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315
$331K 0.01%
2,231
+1
316
$331K 0.01%
3,898
-100
317
$324K 0.01%
7,088
-148
318
$321K 0.01%
2,947
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319
$312K 0.01%
957
320
$309K 0.01%
6,368
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321
$307K 0.01%
4,759
322
$306K 0.01%
1,315
-26
323
$306K 0.01%
+1,895
324
$303K 0.01%
1,715
+66
325
$302K 0.01%
7,038
-476
11 12
13
14 15