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
201
$907K 0.02%
14,689
-613
202
$883K 0.02%
13,036
-184
203
$879K 0.02%
+18,776
204
$852K 0.02%
7,617
-51
205
$842K 0.02%
8,991
-16
206
$808K 0.02%
2,339
-57
207
$800K 0.02%
22,056
208
$793K 0.02%
28,047
+2,235
209
$782K 0.02%
5,825
-430
210
$781K 0.02%
6,494
+43
211
$780K 0.02%
23,095
-689
212
$779K 0.02%
5,051
213
$774K 0.02%
10,366
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214
$766K 0.02%
3,500
-521
215
$765K 0.02%
10,403
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216
$763K 0.02%
3,149
-1
217
$757K 0.02%
1,143
-219
218
$748K 0.02%
4,382
219
$715K 0.02%
1,052
+1
220
$711K 0.02%
10,995
+164
221
$710K 0.02%
14,260
+2,450
222
$710K 0.02%
4,310
-799
223
$709K 0.02%
2,992
224
$706K 0.02%
2,698
+91
225
$702K 0.02%
5,979
-23
7 8
9
10 11