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
151
$916K 0.05%
2,011
+433
152
$910K 0.05%
10,640
153
$897K 0.05%
8,845
-1,215
154
$895K 0.05%
3,410
155
$890K 0.05%
9,884
-13,610
156
$886K 0.05%
19,799
-8,134
157
$871K 0.05%
+12,013
158
$868K 0.05%
+2,443
159
$848K 0.05%
2,973
-51
160
$848K 0.05%
+7,472
161
$834K 0.04%
7,207
-3,424
162
$818K 0.04%
9,773
+6,659
163
$811K 0.04%
+7,452
164
$794K 0.04%
+10,292
165
$781K 0.04%
+16,473
166
$773K 0.04%
13,601
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167
$771K 0.04%
6,016
168
$734K 0.04%
4,156
-220
169
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12,630
-400
170
$715K 0.04%
1,515
-57
171
$702K 0.04%
20,362
172
$651K 0.03%
12,130
+695
173
$647K 0.03%
+3,961
174
$645K 0.03%
1,953
175
$638K 0.03%
11,495
-1,280
5 6
7
8 9