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
151
$1.56M 0.04%
9,164
-343
152
$1.55M 0.04%
8,820
-26
153
$1.54M 0.04%
2,615
+26
154
$1.54M 0.04%
24,808
+13,780
155
$1.49M 0.04%
8,500
-1,331
156
$1.49M 0.04%
2,430
-150
157
$1.45M 0.04%
17,792
158
$1.45M 0.04%
5,414
+72
159
$1.41M 0.04%
38,243
+1,064
160
$1.41M 0.04%
8,787
+700
161
$1.4M 0.03%
8,905
+63
162
$1.34M 0.03%
14,836
163
$1.32M 0.03%
11,311
+988
164
$1.29M 0.03%
19,055
+340
165
$1.28M 0.03%
10,995
-34
166
$1.21M 0.03%
8,190
-154
167
$1.17M 0.03%
2,184
-303
168
$1.16M 0.03%
12,135
+240
169
$1.15M 0.03%
3,752
170
$1.13M 0.03%
2,092
-474
171
$1.12M 0.03%
295
172
$1.12M 0.03%
2,268
-102
173
$1.12M 0.03%
1,836
-57
174
$1.11M 0.03%
3,598
+1,400
175
$1.1M 0.03%
6,460
+816
5 6
7
8 9