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
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
– –
-3,000
358
– –
-9,977
359
$0 ﹤0.01%
5
360
$0 ﹤0.01%
10
361
– –
-2,466
362
– –
-24
363
– –
-1,190
364
– –
-3,532
365
– –
-3,070
366
– –
-2,386
367
– –
-37,732
368
– –
-1,000
369
– –
-1,686
370
– –
-2,574
371
– –
-1,500
372
– –
-2,025
373
– –
-3,037
374
– –
-3,094
375
– –
-1,236
12 13 14
15
16