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
326
$302K 0.01%
15,396
-53,844
327
$296K 0.01%
2,679
+277
328
$296K 0.01%
3,216
+52
329
$293K 0.01%
+11,557
330
$292K 0.01%
5,291
331
$291K 0.01%
10,067
-108
332
$291K 0.01%
2,640
333
$289K 0.01%
1,250
-79
334
$286K 0.01%
27,801
-639
335
$286K 0.01%
9,600
336
$284K 0.01%
3,225
-20
337
$281K 0.01%
1,161
-136
338
$276K 0.01%
+2,782
339
$272K 0.01%
12,630
340
$272K 0.01%
1,071
+29
341
$272K 0.01%
2,750
342
$271K 0.01%
6,984
-88
343
$270K 0.01%
1,363
+100
344
$265K 0.01%
19,439
-76
345
$262K 0.01%
1,856
-2,594
346
$262K 0.01%
1,780
-44
347
$257K 0.01%
7,371
-55
348
$257K 0.01%
+3,530
349
$257K 0.01%
+10,125
350
$256K 0.01%
+314
12 13
14
15 16