CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
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
+$204M
2
+$6.99M
3
+$5.21M
4
DFS
Discover Financial Services
DFS
+$3.33M
5
DE icon
Deere & Co
DE
+$3.27M

Top Sells

1
+$18.6M
2
+$2.36M
3
+$1.45M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.37M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.29M

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
351
$3K ﹤0.01%
26
352
$3K ﹤0.01%
62
353
$1K ﹤0.01%
15
+4
354
$1K ﹤0.01%
21
+7
355
$1K ﹤0.01%
3
356
$1K ﹤0.01%
+18
357
– –
-1,500
358
– –
-1,400
359
– –
-3,000
360
$0 ﹤0.01%
5
361
$0 ﹤0.01%
10
362
– –
-2,466
363
– –
-5,121
364
– –
-1,678
365
– –
-5,078
366
– –
-24
367
– –
-1,190
368
– –
-3,532
369
– –
-3,070
370
– –
-2,386
371
– –
-37,732
372
– –
-1,000
373
– –
-1,686
374
– –
-2,574
375
– –
-2,025
12 13 14
15
16