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
176
$632K 0.03%
4,631
177
$619K 0.03%
7,336
-75
178
$614K 0.03%
34,366
-254
179
$607K 0.03%
7,994
-520
180
$596K 0.03%
4,587
+353
181
$594K 0.03%
2,378
-950
182
$593K 0.03%
10,398
+300
183
$586K 0.03%
8,441
+324
184
$584K 0.03%
1,215
-96
185
$570K 0.03%
+1,785
186
$566K 0.03%
3,097
-948
187
$553K 0.03%
3,550
188
$549K 0.03%
6,302
+59
189
$534K 0.03%
1,907
190
$526K 0.03%
4,469
-97
191
$524K 0.03%
+7,829
192
$523K 0.03%
13,661
193
$521K 0.03%
1,702
-55
194
$512K 0.03%
2,414
+15
195
$509K 0.03%
16,100
-750
196
$501K 0.03%
3,164
-49
197
$498K 0.03%
6,557
198
$494K 0.03%
8,299
-135
199
$494K 0.03%
1,463
200
$489K 0.03%
43,746
6 7
8
9 10