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
326
$45K ﹤0.01%
175
-86
327
$38K ﹤0.01%
+366
328
$37K ﹤0.01%
2,076
329
$33K ﹤0.01%
407
330
$31K ﹤0.01%
894
331
$30K ﹤0.01%
236
332
$29K ﹤0.01%
1,467
333
$29K ﹤0.01%
320
334
$28K ﹤0.01%
465
+180
335
$27K ﹤0.01%
259
336
$26K ﹤0.01%
1,035
337
$26K ﹤0.01%
750
338
$23K ﹤0.01%
550
339
$22K ﹤0.01%
545
340
$20K ﹤0.01%
555
341
$20K ﹤0.01%
342
342
$19K ﹤0.01%
244
343
$19K ﹤0.01%
870
344
$17K ﹤0.01%
733
-843
345
$16K ﹤0.01%
205
346
$15K ﹤0.01%
200
347
$13K ﹤0.01%
360
348
$10K ﹤0.01%
+150
349
$10K ﹤0.01%
71
350
$9K ﹤0.01%
+1,000
12 13
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