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
76
$5.35M 0.13%
31,962
-2,183
77
$5.13M 0.13%
27,525
+1,673
78
$5.06M 0.13%
34,668
+1,624
79
$4.94M 0.12%
144,442
-138,346
80
$4.88M 0.12%
20,656
-10,056
81
$4.87M 0.12%
13,136
-145
82
$4.84M 0.12%
28,909
+412
83
$4.71M 0.12%
15,127
-863
84
$4.62M 0.11%
22,326
-65
85
$4.41M 0.11%
20,838
-25,938
86
$4.34M 0.11%
60,653
-650
87
$4.29M 0.11%
30,653
-7,629
88
$4.25M 0.11%
51,975
-5,993
89
$4.13M 0.1%
45,010
-19,952
90
$4.09M 0.1%
13,094
-350
91
$4.02M 0.1%
36,124
-350
92
$3.9M 0.1%
10,488
-275
93
$3.82M 0.09%
28,816
-6,104
94
$3.79M 0.09%
14,631
+2,268
95
$3.79M 0.09%
53,485
+215
96
$3.68M 0.09%
25,333
-2,004
97
$3.63M 0.09%
15,573
-127
98
$3.36M 0.08%
43,870
-3,892
99
$3.34M 0.08%
13,125
+9,238
100
$3.31M 0.08%
25,640
-200
2 3
4
5 6