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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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%
130
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
– –
-3,000
358
$0 ﹤0.01%
3
359
– –
-5,078
360
– –
-1,678
361
$0 ﹤0.01%
5
362
$0 ﹤0.01%
10
363
– –
-2,466
364
– –
-24
365
– –
-1,190
366
– –
-3,532
367
– –
-2,574
368
– –
-1,500
369
– –
-2,025
370
– –
-3,037
371
– –
-3,094
372
– –
-1,236
373
– –
-2,498
374
– –
-1,400
375
– –
-5,121
12 13 14
15
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