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
$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
XLI icon
101
Industrial Select Sector SPDR Fund
XLI
$23.4B
$3.23M 0.08%
24,629
+420
DE icon
102
Deere & Co
DE
$124B
$3.21M 0.08%
6,831
+349
PRGS icon
103
Progress Software
PRGS
$1.94B
$3.19M 0.08%
61,948
AMT icon
104
American Tower
AMT
$89.6B
$3.19M 0.08%
14,640
-13,451
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$3.08M 0.08%
25,243
-370
VNT icon
106
Vontier
VNT
$6.24B
$3.07M 0.08%
93,333
-325
PFE icon
107
Pfizer
PFE
$139B
$3.05M 0.08%
120,185
-19,678
NKE icon
108
Nike
NKE
$99.6B
$3.04M 0.08%
47,916
-32,056
WFC icon
109
Wells Fargo
WFC
$262B
$2.94M 0.07%
41,014
-5,333
SCHD icon
110
Schwab US Dividend Equity ETF
SCHD
$70B
$2.88M 0.07%
103,014
SCHW icon
111
Charles Schwab
SCHW
$171B
$2.82M 0.07%
36,026
-66
BMY icon
112
Bristol-Myers Squibb
BMY
$88.8B
$2.77M 0.07%
45,478
-1,108
GE icon
113
GE Aerospace
GE
$318B
$2.74M 0.07%
13,692
-2,362
HLT icon
114
Hilton Worldwide
HLT
$61.2B
$2.73M 0.07%
11,981
-2,422
ADI icon
115
Analog Devices
ADI
$119B
$2.71M 0.07%
13,447
-84
MMM icon
116
3M
MMM
$81.3B
$2.66M 0.07%
18,087
-2,815
VHT icon
117
Vanguard Health Care ETF
VHT
$15.9B
$2.65M 0.07%
10,018
-59
BAC icon
118
Bank of America
BAC
$376B
$2.65M 0.07%
63,412
-344
NFLX icon
119
Netflix
NFLX
$510B
$2.61M 0.06%
2,801
-121
NVS icon
120
Novartis
NVS
$254B
$2.58M 0.06%
23,111
-13,572
CAT icon
121
Caterpillar
CAT
$247B
$2.53M 0.06%
7,681
+244
MTD icon
122
Mettler-Toledo International
MTD
$27.8B
$2.52M 0.06%
2,130
-67
IBM icon
123
IBM
IBM
$262B
$2.43M 0.06%
9,758
-1,395
QCOM icon
124
Qualcomm
QCOM
$176B
$2.36M 0.06%
15,349
-2,923
IVW icon
125
iShares S&P 500 Growth ETF
IVW
$65.8B
$2.31M 0.06%
24,887
3 4
5
6 7