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
26
$27.4M 0.68%
50,053
+3,013
27
$26.7M 0.66%
50,987
+4,043
28
$26.6M 0.66%
96,701
-1,184
29
$25.8M 0.64%
31,294
+12,804
30
$20.6M 0.51%
105,437
+7,575
31
$20.2M 0.5%
134,518
-7,658
32
$18.8M 0.47%
113,285
+9,909
33
$18.8M 0.47%
66,353
+11,684
34
$18.3M 0.45%
360,164
-6,006
35
$16.4M 0.41%
28,384
-49
36
$16.1M 0.4%
42,016
+7,042
37
$15.7M 0.39%
33,793
+4,283
38
$14.4M 0.36%
68,703
-3,089
39
$14.3M 0.36%
147,022
-1,749
40
$14.1M 0.35%
24,988
+6,890
41
$14M 0.35%
94,372
-7,142
42
$14M 0.35%
141,591
+4,969
43
$13.8M 0.34%
79,470
-88,444
44
$13.6M 0.34%
114,595
-4,802
45
$13.5M 0.34%
27,185
-16,026
46
$13.3M 0.33%
36,833
+173
47
$12.9M 0.32%
42,344
-1,192
48
$12.9M 0.32%
47,785
+181
49
$12.8M 0.32%
16
50
$12.6M 0.31%
181,059
+134,196
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