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
51
$3.42M 0.18%
25,931
+19,506
52
$3.41M 0.18%
68,610
+24,921
53
$3.36M 0.18%
54,170
-2,964
54
$3.33M 0.18%
14,993
+9,753
55
$3.23M 0.17%
7,884
-357
56
$3.2M 0.17%
8,826
-290
57
$3.16M 0.17%
8,846
+3,045
58
$3.13M 0.17%
+28,371
59
$3.07M 0.16%
24,646
-356
60
$3.04M 0.16%
30,046
+3,301
61
$3.02M 0.16%
21,797
-1,895
62
$3M 0.16%
12,001
-270
63
$2.98M 0.16%
22,117
+1,540
64
$2.95M 0.16%
5,779
+943
65
$2.94M 0.16%
13,829
66
$2.92M 0.16%
61,948
67
$2.92M 0.15%
10,499
68
$2.82M 0.15%
12,709
+5,144
69
$2.7M 0.14%
14,689
+7,285
70
$2.63M 0.14%
26,517
+468
71
$2.56M 0.14%
33,529
72
$2.46M 0.13%
38,136
-2,700
73
$2.44M 0.13%
47,990
-4,060
74
$2.42M 0.13%
33,099
-1,286
75
$2.36M 0.13%
51,447
+31,390
1 2
3
4 5