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
101
$3.23M 0.08%
24,629
+420
102
$3.21M 0.08%
6,831
+349
103
$3.19M 0.08%
61,948
104
$3.19M 0.08%
14,640
-13,451
105
$3.08M 0.08%
25,243
-370
106
$3.07M 0.08%
93,333
-325
107
$3.05M 0.08%
120,185
-19,678
108
$3.04M 0.08%
47,916
-32,056
109
$2.94M 0.07%
41,014
-5,333
110
$2.88M 0.07%
103,014
111
$2.82M 0.07%
36,026
-66
112
$2.77M 0.07%
45,478
-1,108
113
$2.74M 0.07%
13,692
-2,362
114
$2.73M 0.07%
11,981
-2,422
115
$2.71M 0.07%
13,447
-84
116
$2.66M 0.07%
18,087
-2,815
117
$2.65M 0.07%
10,018
-59
118
$2.65M 0.07%
63,412
-344
119
$2.61M 0.06%
28,010
-1,210
120
$2.58M 0.06%
23,111
-13,572
121
$2.53M 0.06%
7,681
+244
122
$2.52M 0.06%
2,130
-67
123
$2.43M 0.06%
9,758
-1,395
124
$2.36M 0.06%
15,349
-2,923
125
$2.31M 0.06%
24,887
3 4
5
6 7