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
76
$2.34M 0.12%
6,931
-26
77
$2.33M 0.12%
23,044
+341
78
$2.33M 0.12%
8,702
-5
79
$2.3M 0.12%
8,866
+7,262
80
$2.23M 0.12%
308,697
+26,903
81
$2.21M 0.12%
5,335
+2,162
82
$2.16M 0.12%
11,698
-585
83
$2.16M 0.11%
6,015
84
$2.16M 0.11%
11,091
+2,206
85
$2.1M 0.11%
12,719
-2,507
86
$2.05M 0.11%
13,403
+839
87
$2M 0.11%
19,842
+15,306
88
$1.96M 0.1%
+17,936
89
$1.94M 0.1%
+82,681
90
$1.88M 0.1%
14,124
-829
91
$1.86M 0.1%
17,874
+10,675
92
$1.86M 0.1%
11,418
-346
93
$1.84M 0.1%
28,848
-1,466
94
$1.82M 0.1%
44,055
-4,425
95
$1.73M 0.09%
6,013
96
$1.71M 0.09%
9,115
-5,327
97
$1.71M 0.09%
8,450
+110
98
$1.7M 0.09%
4,549
+3,031
99
$1.7M 0.09%
29,637
-2,765
100
$1.65M 0.09%
19,477
-984
2 3
4
5 6