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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
10
5
3
4
0
47
10
1
CHOATE INVESTMENT ADVISORS

Time Period2018-03-31

Total Holdings231

Total Value ($x1000)1,868,869
Activities
New7

Increased29

Unchanged40

Decreased155

Sold Out13

Top 10 Stock Holdingstotal 64.11%
IVV26.6

USLB7.35

USEQ5.83

IDLB5.61

EEMS5.02

 
IJR4.63

DXJ2.52

GEM2.43

PRF2.07

XLV2.05

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
26.6%
CORE S&P500 ETF
USLB
7.35%
RUSEL 1000 LOW
USEQ
5.83%
RUSEL 1000 ENH
IDLB
5.61%
FTSE INTL LOW
EEMS
5.02%
EM MKT SM-CP ETF
IJR
4.63%
CORE S&P SCP ETF
DXJ
2.52%
JAPN HEDGE EQT
GEM
2.43%
ACTIVEBETA EME
PRF
2.07%
FTSE RAFI 1000
XLV
2.05%
SBI HEALTHCARE
EEMV
1.8%
EM MK MINVOL ETF
FDN
1.7%
DJ INTERNT IDX
CCF
1.47%
COM
CGW
1.41%
GUGG S&P GBL WTR
EBND
1.15%
BRCLY EM LOCL
SPY
1.13%
TR UNIT
SPYX
1.1%
SP500 FOSL ETF
MDY
1.06%
UTSER1 S&PDCRP
AAPL
0.87%
COM
VGLT
0.86%
LONG-TERM GOV
EWJ
0.74%
MSCI JPN ETF NEW
VEA
0.72%
FTSE DEV MKT ETF
EFA
0.71%
MSCI EAFE ETF
EQAL
0.63%
1000 EQ WHT PT
JPM
0.63%
COM
JNJ
0.62%
COM
INTC
0.6%
COM
USMV
0.59%
USA MIN VOL ETF
MSFT
0.59%
COM
BRK.B
0.57%
CL B NEW
ABBV
0.51%
COM
XOM
0.49%
COM
PG
0.44%
COM
ABT
0.36%
COM
PFE
0.35%
COM
HD
0.34%
COM
AMZN
0.32%
COM
CTSH
0.3%
CL A
ADI
0.3%
COM
BRK.A
0.29%
CL A
GOOGL
0.27%
CAP STK CL A
GOOG
0.27%
CAP STK CL C
MMM
0.26%
COM
IEFA
0.26%
CORE MSCI EAFE
CSCO
0.26%
COM
IEMG
0.25%
CORE MSCI EMKT
SXI
0.25%
COM
GLD
0.23%
GOLD SHS
XMPT
0.23%
CEF MUN INCOME E
MCD
0.22%
COM
ADP
0.22%
COM
UTX
0.22%
COM
AMGN
0.22%
COM
BND
0.21%
TOTAL BND MRKT
AFL
0.21%
COM
MRK
0.2%
COM
AXP
0.2%
COM
AMP
0.2%
COM
VIG
0.19%
DIV APP ETF
GIS
0.19%
COM
VZ
0.18%
COM
PRGS
0.18%
COM
EEM
0.17%
MSCI EMG MKT ETF
GE
0.17%
COM
WFC
0.17%
COM
PEP
0.16%
COM
CVX
0.16%
COM
BMY
0.15%
COM
XLY
0.15%
SBI CONS DISCR
ALL
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
IWB
0.14%
RUS 1000 ETF
CELG
0.14%
COM
KO
0.13%
COM
XLF
0.12%
SBI INT-FINL
UNP
0.12%
COM
SPGI
0.11%
COM
IBM
0.11%
COM
SWKS
0.11%
COM
WBA
0.11%
COM
TJX
0.11%
COM
PKW
0.11%
DYNA BUYBK ACH
XLI
0.1%
SBI INT-INDS
NOC
0.09%
COM
LLY
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
GD
0.09%
COM
GSK
0.09%
SPONSORED ADR
SYK
0.09%
COM
HOLX
0.09%
COM
NEE
0.09%
COM
USB
0.08%
COM NEW
CL
0.08%
COM
BA
0.08%
COM
DIS
0.08%
COM DISNEY
VT
0.08%
TT WRLD ST ETF
STZ
0.07%
CL A
ITW
0.07%
COM
WMT
0.07%
COM
COF
0.07%
COM
TGT
0.07%
COM
NVDA
0.07%
COM
CVS
0.07%
COM
KR
0.07%
COM
NKE
0.06%
CL B
T
0.06%
COM
HON
0.06%
COM
DVY
0.06%
SELECT DIVID ETF
CMCSA
0.06%
CL A
DRI
0.06%
COM
MA
0.06%
CL A
ACN
0.06%
SHS CLASS A
VFC
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
PNC
0.06%
COM
KMB
0.06%
COM
LOW
0.06%
COM
FISV
0.05%
COM
STT
0.05%
COM
IWF
0.05%
RUS 1000 GRW ETF
XLK
0.05%
TECHNOLOGY
ZMH
0.05%
COM
EFG
0.05%
EAFE GRWTH ETF
MCO
0.05%
COM
VOO
0.05%
SHS
TRV
0.05%
COM
MTD
0.05%
COM
DE
0.05%
COM
YUM
0.05%
COM
EMR
0.05%
COM
NSC
0.04%
COM
GILD
0.04%
COM
MXIM
0.04%
COM
PM
0.04%
COM
DOV
0.04%
COM
MPC
0.04%
COM
ORCL
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
ESRX
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
SWK
0.04%
COM
MMC
0.04%
COM
TMK
0.04%
COM
FB
0.04%
CL A
MO
0.04%
COM
BAC
0.04%
COM
DWDP
0.04%
COM
BLK
0.04%
COM
AWF
0.04%
COM
DEO
0.03%
SPON ADR NEW
TMO
0.03%
COM
IDLV
0.03%
INTL DEV LOWVL
EBAY
0.03%
COM
DHR
0.03%
COM
ROP
0.03%
COM
SLB
0.03%
COM
CDK
0.03%
COM
TWX
0.03%
COM NEW
MET
0.03%
COM
ECL
0.03%
COM
BIIB
0.03%
COM
RTN
0.03%
COM NEW
TROW
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
LMT
0.03%
COM
XLP
0.03%
SBI CONS STPLS
YUMC
0.03%
COM
GLW
0.03%
COM
VTI
0.02%
TOTAL STK MKT
BP
0.02%
SPONSORED ADR
COST
0.02%
COM
UNM
0.02%
COM
COP
0.02%
COM
PAYX
0.02%
COM
CSX
0.02%
COM
MCK
0.02%
COM
BAX
0.02%
COM
OKTA
0.02%
CL A
APD
0.02%
COM
UNH
0.02%
COM
TSN
0.02%
CL A
CAT
0.02%
COM
AGN
0.02%
SHS
SCHW
0.02%
COM
MDLZ
0.02%
CL A
CATH
0.02%
S&P 500 CATHOLIC
SDY
0.02%
S&P DIVID ETF
STX
0.02%
SHS
QCOM
0.02%
COM
ROK
0.02%
COM
CI
0.02%
COM
QQQ
0.02%
UNIT SER 1
COL
0.02%
COM
PRU
0.02%
COM
PEG
0.02%
COM
IYW
0.02%
U.S. TECH ETF
APTV
0.02%
SHS
GS
0.02%
COM
NOV
0.02%
COM
PANW
0.02%
COM
TILT
0.02%
MORNSTAR USMKT
WDAY
0.02%
CL A
EW
0.02%
COM
ACWI
0.02%
MSCI ACWI ETF
HII
0.02%
COM
VGT
0.01%
INF TECH ETF
CAH
0.01%
COM
VTN
0.01%
COM
RDS/A
0.01%
SPONS ADR A
WM
0.01%
COM
ETN
0.01%
SHS
BDX
0.01%
COM
DNB
0.01%
COM
PYPL
0.01%
COM
MON
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
NVS
0.01%
SPONSORED ADR
MUR
0.01%
COM
D
0.01%
COM
UN
0.01%
N Y SHS NEW
VLO
0.01%
COM
VR
0.01%
COM SHS
MUB
0.01%
NAT AMT FREE BD
EFV
0.01%
EAFE VALUE ETF
TDC
0.01%
COM
RWX
0.01%
DJ INTL RL ETF
ORLY
0.01%
COM
ENR
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
LKQ
0.01%
COM
(NOTE)
< 0.01%
NOTE 1/2
AKAM
0.29%
COM
MDT
0.04%
SHS
VNQ
0.04%
REIT ETF
VYM
0.02%
HIGH DIV YLD
FSP
0.02%
COM
ZIV
0.02%
INVRS VIX MDTERM
BHP
0.02%
SPONSORED ADR
SNI
0.01%
CL A COM
BR
0.01%
COM
SRCL
0.01%
COM
DTE
0.01%
COM
CLX
0.01%
COM
CHL
0.01%
SPONSORED ADR