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
351
$256K 0.01%
1,800
-3,560
352
$253K 0.01%
8,418
353
$250K 0.01%
533
+14
354
$247K 0.01%
4,490
-250
355
$246K 0.01%
2,128
-19
356
$243K 0.01%
5,384
357
$243K 0.01%
7,717
-236
358
$242K 0.01%
2,783
+50
359
$241K 0.01%
655
+16
360
$238K 0.01%
759
-9
361
$237K 0.01%
+673
362
$235K 0.01%
1,140
-974
363
$234K 0.01%
3,864
364
$233K 0.01%
3,000
365
$230K 0.01%
2,861
366
$230K 0.01%
+2,821
367
$228K 0.01%
2,916
-60
368
$227K 0.01%
14,672
+3,875
369
$225K 0.01%
2,787
-927
370
$224K 0.01%
19,266
371
$220K 0.01%
9,963
372
$220K 0.01%
+1,097
373
$217K 0.01%
+2,521
374
$216K 0.01%
+7,077
375
$215K 0.01%
4,219
13 14
15
16 17