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
$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
State Street Industrial Select Sector SPDR ETF
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
126
$1.26M 0.07%
16,365
-1,570
127
$1.22M 0.06%
15,286
-484
128
$1.21M 0.06%
4,800
-1,085
129
$1.2M 0.06%
11,895
+9,216
130
$1.18M 0.06%
9,538
-155
131
$1.17M 0.06%
7,359
-260
132
$1.16M 0.06%
24,221
-8,709
133
$1.16M 0.06%
+8,846
134
$1.15M 0.06%
5,623
-555
135
$1.1M 0.06%
19,740
136
$1.07M 0.06%
19,752
137
$1.07M 0.06%
4,664
-70
138
$1.07M 0.06%
2,391
-10
139
$1.05M 0.06%
6,690
140
$1M 0.05%
8,455
141
$997K 0.05%
5,204
-720
142
$996K 0.05%
4,472
-1,135
143
$987K 0.05%
+37,846
144
$966K 0.05%
2,843
-64
145
$961K 0.05%
13,250
+5,070
146
$949K 0.05%
9,855
147
$933K 0.05%
9,060
148
$932K 0.05%
11,948
-2,000
149
$921K 0.05%
+5,831
150
$917K 0.05%
1,200
-108
4 5
6
7 8