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
201
$488K 0.03%
208
202
$488K 0.03%
3,816
-506
203
$482K 0.03%
2,178
+15
204
$470K 0.03%
6,038
-577
205
$460K 0.02%
4,299
+192
206
$433K 0.02%
6,906
-63
207
$433K 0.02%
32,400
208
$429K 0.02%
5,577
+81
209
$415K 0.02%
8,569
210
$412K 0.02%
6,540
-1,610
211
$411K 0.02%
10,971
-765
212
$410K 0.02%
9,875
213
$409K 0.02%
15,671
+175
214
$408K 0.02%
2,323
215
$392K 0.02%
2,952
-109
216
$390K 0.02%
883
-94
217
$390K 0.02%
7,334
-1,704
218
$386K 0.02%
1,485
-505
219
$385K 0.02%
3,189
-574
220
$383K 0.02%
703
221
$382K 0.02%
4,244
-21
222
$371K 0.02%
1,548
223
$366K 0.02%
2,620
224
$365K 0.02%
7,946
225
$364K 0.02%
3,448
7 8
9
10 11