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
126
$2.29M 0.06%
9,225
-103
127
$2.28M 0.06%
6,926
+3
128
$2.25M 0.06%
2,374
-439
129
$2.19M 0.05%
13,224
+44
130
$2.17M 0.05%
4,485
+19
131
$2.11M 0.05%
15,089
-1,753
132
$2.09M 0.05%
7,911
+21
133
$2.06M 0.05%
11,936
134
$1.99M 0.05%
11,058
-744
135
$1.96M 0.05%
15,352
136
$1.95M 0.05%
28,745
-307
137
$1.93M 0.05%
3,532
-26
138
$1.93M 0.05%
84,885
-12,435
139
$1.9M 0.05%
24,120
140
$1.89M 0.05%
19,499
141
$1.84M 0.05%
24,331
-856
142
$1.78M 0.04%
8,913
+89
143
$1.72M 0.04%
5,826
-17
144
$1.7M 0.04%
11,672
+20
145
$1.65M 0.04%
19,394
+5,172
146
$1.61M 0.04%
13,956
147
$1.61M 0.04%
27,084
-5,668
148
$1.6M 0.04%
9,362
-3,144
149
$1.59M 0.04%
25,897
-3,925
150
$1.58M 0.04%
2,350
-11
4 5
6
7 8