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
376
$215K 0.01%
2,828
-879
377
$215K 0.01%
1,905
378
$213K 0.01%
+1,645
379
$212K 0.01%
6,928
380
$212K 0.01%
1,125
-30
381
$209K 0.01%
+2,321
382
$204K 0.01%
+1,330
383
$203K 0.01%
+1,830
384
$174K ﹤0.01%
10,580
-12
385
$169K ﹤0.01%
19,814
386
$169K ﹤0.01%
15,000
387
$162K ﹤0.01%
11,861
+1,035
388
$152K ﹤0.01%
15,678
389
$123K ﹤0.01%
14,124
-2,379
390
$115K ﹤0.01%
10,000
391
$104K ﹤0.01%
15,493
+2,905
392
$88.5K ﹤0.01%
23,163
-595
393
$63.9K ﹤0.01%
10,000
394
$56.8K ﹤0.01%
11,400
395
$53.8K ﹤0.01%
98,820
396
– –
-1,042
397
– –
-4,007
398
– –
-1,143
399
– –
-196
400
– –
-1,022
13 14 15
16
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