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
101
$1.62M 0.09%
15,093
-985
102
$1.62M 0.09%
2,808
103
$1.59M 0.08%
+18,903
104
$1.58M 0.08%
+14,213
105
$1.57M 0.08%
+6,630
106
$1.54M 0.08%
20,927
-871
107
$1.53M 0.08%
9,245
-710
108
$1.52M 0.08%
15,496
+438
109
$1.49M 0.08%
8,979
-95
110
$1.43M 0.08%
11,250
111
$1.39M 0.07%
+7,787
112
$1.39M 0.07%
+73,288
113
$1.38M 0.07%
28,529
-570
114
$1.38M 0.07%
12,790
+2,650
115
$1.37M 0.07%
3,297
116
$1.36M 0.07%
16,458
117
$1.35M 0.07%
+27,945
118
$1.35M 0.07%
5,588
-5
119
$1.32M 0.07%
10,023
-50
120
$1.31M 0.07%
6,241
-30
121
$1.31M 0.07%
+3,397
122
$1.3M 0.07%
27,814
-581
123
$1.29M 0.07%
+5,557
124
$1.27M 0.07%
6,890
-180
125
$1.27M 0.07%
2,586
-177
3 4
5
6 7