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
176
$1.1M 0.03%
9,808
+86
177
$1.1M 0.03%
3,627
-176
178
$1.08M 0.03%
20,072
-1,095
179
$1.08M 0.03%
21,466
+235
180
$1.06M 0.03%
15,623
+901
181
$1.05M 0.03%
27,146
-1,031
182
$1.05M 0.03%
5,586
183
$1.03M 0.03%
223
-13
184
$1.01M 0.03%
3,732
-243
185
$1.01M 0.03%
12,507
-9,411
186
$1.01M 0.03%
4,547
-574
187
$1M 0.03%
3,292
-683
188
$1M 0.02%
5,297
-150
189
$999K 0.02%
2,379
+288
190
$980K 0.02%
740
191
$972K 0.02%
3,783
192
$971K 0.02%
21,409
-3,615
193
$949K 0.02%
4,594
-311
194
$935K 0.02%
5,095
-43
195
$932K 0.02%
1,821
-36
196
$931K 0.02%
4,021
-2,936
197
$931K 0.02%
12,800
-202
198
$930K 0.02%
1,996
+5
199
$915K 0.02%
14,430
-4,231
200
$912K 0.02%
7,760
6 7
8
9 10