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
51
$12.4M 0.31%
124,968
+32,746
52
$11.2M 0.28%
38,971
53
$10.9M 0.27%
23,233
-904
54
$10.8M 0.27%
114,109
-3,843
55
$10.7M 0.27%
52,432
+2,289
56
$10.4M 0.26%
178,360
-6,365
57
$10.2M 0.25%
79,415
+9,132
58
$10.2M 0.25%
297,772
-6,849
59
$9.95M 0.25%
85,844
+5,188
60
$9.81M 0.24%
89,496
-1,766
61
$9.59M 0.24%
49,452
-1,337
62
$8.99M 0.22%
124,036
-5,321
63
$8.97M 0.22%
9,489
+133
64
$8.94M 0.22%
35,249
-721
65
$8.12M 0.2%
272,356
+4,874
66
$7.74M 0.19%
13,321
-413
67
$7.34M 0.18%
23,501
-4,477
68
$7.2M 0.18%
68,527
+316
69
$7.19M 0.18%
116,553
-7,037
70
$6.78M 0.17%
14,008
-64
71
$6.69M 0.17%
13,162
-96
72
$6.47M 0.16%
72,106
-2,940
73
$6.26M 0.16%
89,220
+10,471
74
$5.71M 0.14%
60,973
75
$5.43M 0.14%
90,851
-165
1 2
3
4 5