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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
72
11
6
3
4
0
47
12
1
CHOATE INVESTMENT ADVISORS

Time Period2017-12-31

Total Holdings237

Total Value ($x1000)1,954,064
Activities
New6

Increased39

Unchanged56

Decreased136

Sold Out15

Top 10 Stock Holdingstotal 64.07%
IVV26.63

USLB7.12

IDLB5.5

EEMS5.04

USEQ4.58

 
IJR3.95

DXJ3.24

PRF3.15

GEM2.49

XLV2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
26.63%
CORE S&P500 ETF
USLB
7.12%
RUSEL 1000 LOW
IDLB
5.5%
FTSE INTL LOW
EEMS
5.04%
EM MKT SM-CP ETF
USEQ
4.58%
RUSEL 1000 ENH
IJR
3.95%
CORE S&P SCP ETF
DXJ
3.24%
JAPN HEDGE EQT
PRF
3.15%
FTSE RAFI 1000
GEM
2.49%
ACTIVEBETA EME
XLV
2.37%
SBI HEALTHCARE
CGW
2.19%
GUGG S&P GBL WTR
EEMV
1.63%
EM MK MINVOL ETF
CCF
1.45%
COM
FDN
1.17%
DJ INTERNT IDX
SPY
1.1%
TR UNIT
EBND
1.08%
BRCLY EM LOCL
MDY
1.07%
UTSER1 S&PDCRP
ADI
1.06%
COM
AAPL
0.85%
COM
VGLT
0.82%
LONG-TERM GOV
VEA
0.75%
FTSE DEV MKT ETF
EFA
0.7%
MSCI EAFE ETF
JNJ
0.65%
COM
USMV
0.63%
USA MIN VOL ETF
JPM
0.6%
COM
XOM
0.56%
COM
BRK.B
0.54%
CL B NEW
MSFT
0.53%
COM
PG
0.52%
COM
ABBV
0.52%
COM
INTC
0.52%
COM
EQAL
0.4%
1000 EQ WHT PT
HD
0.35%
COM
PFE
0.34%
COM
ABT
0.34%
COM
AKAM
0.29%
COM
GE
0.29%
COM
MMM
0.28%
COM
BRK.A
0.27%
CL A
MCD
0.27%
COM
GOOGL
0.26%
CAP STK CL A
GOOG
0.26%
CAP STK CL C
AFL
0.26%
COM
SXI
0.26%
COM
UTX
0.26%
COM
AMZN
0.25%
COM
CTSH
0.25%
CL A
IEMG
0.25%
CORE MSCI EMKT
WFC
0.25%
COM
IEFA
0.25%
CORE MSCI EAFE
GIS
0.25%
COM
SPYX
0.25%
SP500 FOSL ETF
CSCO
0.24%
COM
ADP
0.24%
COM
CVX
0.23%
COM
AMP
0.23%
COM
GLD
0.22%
GOLD SHS
VZ
0.22%
COM
AMGN
0.22%
COM
BND
0.21%
TOTAL BND MRKT
VIG
0.2%
DIV APP ETF
AXP
0.2%
COM
MRK
0.2%
COM
PRGS
0.19%
COM
IBM
0.17%
COM
PEP
0.17%
COM
EEM
0.16%
MSCI EMG MKT ETF
CELG
0.16%
COM
ALL
0.16%
COM
IWB
0.14%
RUS 1000 ETF
IWM
0.14%
RUSSELL 2000 ETF
BMY
0.14%
COM
USB
0.14%
COM NEW
PKW
0.13%
DYNA BUYBK ACH
KO
0.13%
COM
CL
0.13%
COM
CVS
0.12%
COM
NKE
0.12%
CL B
UNP
0.12%
COM
WBA
0.12%
COM
XLY
0.12%
SBI CONS DISCR
CMCSA
0.12%
CL A
XLF
0.11%
SBI INT-FINL
SWKS
0.1%
COM
HOLX
0.1%
COM
ORCL
0.1%
COM
SPGI
0.1%
COM
XMPT
0.1%
CEF MUN INCOME E
LLY
0.1%
COM
TJX
0.1%
COM
XLI
0.1%
SBI INT-INDS
ACN
0.09%
SHS CLASS A
VSS
0.09%
FTSE SMCAP ETF
SYK
0.08%
COM
DIS
0.08%
COM DISNEY
NEE
0.08%
COM
GD
0.08%
COM
WMT
0.08%
COM
NOC
0.08%
COM
GSK
0.08%
SPONSORED ADR
KR
0.08%
COM
XLK
0.07%
TECHNOLOGY
T
0.07%
COM
ITW
0.07%
COM
COF
0.07%
COM
STZ
0.07%
CL A
EMR
0.07%
COM
ESRX
0.07%
COM
VT
0.07%
TT WRLD ST ETF
DRI
0.07%
COM
HON
0.07%
COM
BA
0.07%
COM
TGT
0.06%
COM
DVY
0.06%
SELECT DIVID ETF
PM
0.06%
COM
KMB
0.06%
COM
NVDA
0.06%
COM
LOW
0.06%
COM
VFC
0.06%
COM
MA
0.06%
CL A
STT
0.06%
COM
ZMH
0.05%
COM
IVW
0.05%
S&P 500 GRWT ETF
PNC
0.05%
COM
DE
0.05%
COM
FISV
0.05%
COM
IWF
0.05%
RUS 1000 GRW ETF
VOO
0.05%
SHS
MTD
0.05%
COM
EFG
0.05%
EAFE GRWTH ETF
TRV
0.05%
COM
NSC
0.05%
COM
YUM
0.04%
COM
DOV
0.04%
COM
SLB
0.04%
COM
MCO
0.04%
COM
GILD
0.04%
COM
MDT
0.04%
SHS
SWK
0.04%
COM
MO
0.04%
COM
TMK
0.04%
COM
DWDP
0.04%
COM
FB
0.04%
CL A
IJH
0.04%
CORE S&P MCP ETF
IWD
0.04%
RUS 1000 VAL ETF
MXIM
0.04%
COM
AWF
0.04%
COM
COP
0.04%
COM
MMC
0.04%
COM
VNQ
0.04%
REIT ETF
MPC
0.04%
COM
CDK
0.04%
COM
DEO
0.04%
SPON ADR NEW
BAC
0.04%
COM
BIIB
0.03%
COM
MET
0.03%
COM
EBAY
0.03%
COM
ROP
0.03%
COM
PAYX
0.03%
COM
TMO
0.03%
COM
IDLV
0.03%
INTL DEV LOWVL
BLK
0.03%
COM
UNM
0.03%
COM
TWX
0.03%
COM NEW
ECL
0.03%
COM
GLW
0.03%
COM
BP
0.03%
SPONSORED ADR
TSN
0.03%
CL A
IWR
0.03%
RUS MID-CAP ETF
TROW
0.03%
COM
ETN
0.03%
SHS
DHR
0.03%
COM
MCK
0.03%
COM
YUMC
0.03%
COM
RTN
0.02%
COM NEW
VTI
0.02%
TOTAL STK MKT
COST
0.02%
COM
VYM
0.02%
HIGH DIV YLD
CSX
0.02%
COM
APD
0.02%
COM
LMT
0.02%
COM
FSP
0.02%
COM
UNH
0.02%
COM
BAX
0.02%
COM
CI
0.02%
COM
QCOM
0.02%
COM
AGN
0.02%
SHS
MDLZ
0.02%
CL A
ROK
0.02%
COM
SDY
0.02%
S&P DIVID ETF
CAT
0.02%
COM
HII
0.02%
COM
PEG
0.02%
COM
PRU
0.02%
COM
EWJ
0.02%
MSCI JPN ETF NEW
COL
0.02%
COM
NOV
0.02%
COM
GS
0.02%
COM
ZIV
0.02%
INVRS VIX MDTERM
BHP
0.02%
SPONSORED ADR
IYW
0.02%
U.S. TECH ETF
TILT
0.02%
MORNSTAR USMKT
SCHW
0.02%
COM
MUR
0.02%
COM
QQQ
0.02%
UNIT SER 1
PANW
0.02%
COM
CAH
0.01%
COM
VTN
0.01%
COM
WM
0.01%
COM
RDS/A
0.01%
SPONS ADR A
STX
0.01%
SHS
VGT
0.01%
INF TECH ETF
D
0.01%
COM
APTV
0.01%
SHS
WDAY
0.01%
CL A
DNB
0.01%
COM
SNI
0.01%
CL A COM
EW
0.01%
COM
NVS
0.01%
SPONSORED ADR
BR
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
MON
0.01%
COM
PYPL
0.01%
COM
VLO
0.01%
COM
RWX
0.01%
DJ INTL RL ETF
UN
0.01%
N Y SHS NEW
LKQ
0.01%
COM
EFV
0.01%
EAFE VALUE ETF
MUB
0.01%
NAT AMT FREE BD
SRCL
0.01%
COM
DTE
0.01%
COM
ACWI
0.01%
MSCI ACWI ETF
CLX
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
TDC
0.01%
COM
CHL
0.01%
SPONSORED ADR
(NOTE)
< 0.01%
NOTE 1/2
ALR
0.26%
COM
PSCT
0.03%
S&P SMCP IT PO
PGR
0.03%
COM
CB
0.02%
COM
EIDO
0.02%
MSCI INDONIA ETF
DLPH
0.02%
SHS
HSY
0.01%
COM
SYY
0.01%
COM
EPC
0.01%
COM
PSX
0.01%
COM
ENR
0.01%
COM
UPS
0.01%
CL B
LVLT
0.01%
COM NEW
BCR
0.01%
COM
AIG
0.01%
COM NEW