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
1
$1.55B 38.57%
2,762,389
-56,133
2
$136M 3.39%
1,294,303
+22,128
3
$132M 3.28%
594,286
-2,278
4
$117M 2.9%
2,551,059
-53,239
5
$116M 2.88%
308,893
+3,835
6
$107M 2.66%
414,627
-13,667
7
$85.8M 2.13%
451,155
+1,963
8
$78.9M 1.96%
783,648
+773,141
9
$73.7M 1.83%
679,864
-41,197
10
$52.7M 1.31%
143,808
+5,496
11
$49.7M 1.24%
96,735
+639
12
$49.7M 1.23%
88,759
-3,538
13
$47.6M 1.18%
307,579
-13,010
14
$47.5M 1.18%
454,381
+13,126
15
$40.9M 1.02%
185,015
+12,360
16
$40.4M 1%
237,141
-1,427
17
$36.4M 0.9%
103,803
+33
18
$36.3M 0.9%
68,235
-1,446
19
$34.6M 0.86%
221,598
-2,215
20
$31.5M 0.78%
189,749
-4,647
21
$30.8M 0.76%
231,989
+25,339
22
$30.1M 0.75%
246,940
+17,933
23
$30M 0.75%
122,301
-3,411
24
$29.7M 0.74%
121,840
+84
25
$29.1M 0.72%
331,947
+30,470
1
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