CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
Industrial Select Sector SPDR Fund
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
26
$6.18M 0.33%
21,567
+6,788
27
$6.13M 0.33%
32,799
-18
28
$6.03M 0.32%
33,389
+827
29
$5.31M 0.28%
78,405
30
$5.09M 0.27%
12,262
+8,522
31
$5.03M 0.27%
82,975
+21,447
32
$4.97M 0.26%
89,212
+773
33
$4.94M 0.26%
29,514
+279
34
$4.78M 0.25%
47,876
35
$4.67M 0.25%
131,960
+35
36
$4.62M 0.25%
56,318
-829
37
$4.6M 0.24%
51,324
38
$4.49M 0.24%
90,629
-1,486
39
$4.42M 0.23%
14,707
-902
40
$4.21M 0.22%
16,173
+4,755
41
$4.11M 0.22%
6,949
+1,211
42
$4.05M 0.22%
29,553
+2,273
43
$3.97M 0.21%
14,539
-154
44
$3.88M 0.21%
23,933
+5
45
$3.87M 0.21%
15,629
-418
46
$3.82M 0.2%
27,854
+8,733
47
$3.71M 0.2%
16,301
+14
48
$3.7M 0.2%
135,690
-15,300
49
$3.57M 0.19%
14,772
-280
50
$3.43M 0.18%
44,198
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