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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
66
9
3
2
4
0
47
10
1
CHOATE INVESTMENT ADVISORS

Time Period2018-12-31

Total Holdings224

Total Value ($x1000)1,553,440
Activities
New46

Increased20

Unchanged21

Decreased137

Sold Out18

Top 10 Stock Holdingstotal 64.03%
IVV26.77

USLB9.19

IDLB6.76

EQAL4.59

VGIT3.03

 
IJR3.01

IEFA2.88

USEQ2.68

SPYX2.66

EEMS2.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
26.77%
CORE S&P500 ETF
USLB
9.19%
RUSEL 1000 LOW
IDLB
6.76%
FTSE INTL LOW
EQAL
4.59%
RUSEL 1000 EQL
VGIT
3.03%
INT-TERM GOV
IJR
3.01%
CORE S&P SCP ETF
IEFA
2.88%
CORE MSCI EAFE
USEQ
2.68%
RUSL 1000 ENHD
SPYX
2.66%
SP500 FOSL ETF
EEMS
2.46%
EM MKT SM-CP ETF
MCHI
2.43%
CHINA ETF
EEMV
2.19%
EM MK MINVOL ETF
CCF
1.42%
COM
FDN
1.25%
DJ INTERNT IDX
SPY
1.2%
TR UNIT
GEM
1.18%
ACTIVEBETA EME
AAPL
0.89%
COM
VGLT
0.8%
LONG-TERM GOV
MSFT
0.74%
COM
JNJ
0.73%
COM
EBND
0.73%
BRCLY EM LOCL
USMV
0.7%
USA MIN VOL ETF
BRK.B
0.68%
CL B NEW
JPM
0.63%
COM
T
0.57%
COM
INTC
0.55%
COM
MDY
0.53%
UTSER1 S&PDCRP
XOM
0.51%
COM
XLV
0.49%
SBI HEALTHCARE
PG
0.47%
COM
IEMG
0.46%
CORE MSCI EMKT
PFE
0.46%
COM
ABT
0.46%
COM
EWJ
0.45%
MSCI JPN ETF NEW
EFA
0.44%
MSCI EAFE ETF
XMPT
0.44%
CEF MUN INCOME E
AMZN
0.39%
COM
ABBV
0.37%
COM
BRK.A
0.35%
CL A
MRK
0.35%
COM
HD
0.34%
COM
VEA
0.32%
FTSE DEV MKT ETF
GOOGL
0.31%
CAP STK CL A
CSCO
0.3%
COM
ADI
0.29%
COM
GOOG
0.29%
CAP STK CL C
AMGN
0.28%
COM
ADP
0.28%
COM
CTSH
0.27%
CL A
AXP
0.26%
COM
MMM
0.25%
COM
PRF
0.25%
FTSE RAFI 1000
AFL
0.23%
COM
MCD
0.22%
COM
SXI
0.21%
COM
UTX
0.2%
COM
PRGS
0.2%
COM
PEP
0.19%
COM
GIS
0.19%
COM
VZ
0.19%
COM
EFAX
0.19%
MSCI EAFE FS ETF
IWB
0.16%
RUS 1000 ETF
LLY
0.16%
COM
WBA
0.15%
COM
AMP
0.15%
COM
VIG
0.14%
DIV APP ETF
BMY
0.14%
COM
XLF
0.14%
SBI INT-FINL
WFC
0.14%
COM
KO
0.13%
COM
UNP
0.13%
COM
TJX
0.13%
COM
ALL
0.13%
COM
CVX
0.13%
COM
XLY
0.12%
SBI CONS DISCR
EEM
0.12%
MSCI EMG MKT ETF
SPGI
0.12%
COM
CGW
0.11%
S&P GBL WATER
GSK
0.11%
SPONSORED ADR
CELG
0.1%
COM
SYK
0.1%
COM
IWM
0.1%
RUSSELL 2000 ETF
DIS
0.1%
COM DISNEY
XLI
0.1%
SBI INT-INDS
NEE
0.1%
COM
WMT
0.09%
COM
NKE
0.09%
CL B
DXJ
0.08%
JAPN HEDGE EQT
VT
0.08%
TT WRLD ST ETF
CVS
0.07%
COM
KR
0.07%
COM
TGT
0.07%
COM
SWKS
0.07%
COM
KMB
0.07%
COM
GD
0.07%
COM
IBM
0.07%
COM
HOLX
0.07%
COM
BA
0.07%
COM
DRI
0.07%
COM
FISV
0.07%
COM
COF
0.07%
COM
VFC
0.07%
COM
MA
0.06%
CL A
IWF
0.06%
RUS 1000 GRW ETF
CMCSA
0.06%
CL A
LOW
0.06%
COM
GE
0.06%
COM
ITW
0.06%
COM
USB
0.06%
COM NEW
YUM
0.06%
COM
NOC
0.06%
COM
MTD
0.06%
COM
VOO
0.06%
SHS
EMR
0.06%
COM
CI
0.05%
COM
EFG
0.05%
EAFE GRWTH ETF
STZ
0.05%
CL A
CL
0.05%
COM
HON
0.05%
COM
ORCL
0.05%
COM
PNC
0.05%
COM
ACN
0.05%
SHS CLASS A
PKW
0.05%
BUYBACK ACHIEV
IDLV
0.05%
S&P INTL LOW
FLOT
0.05%
FLTG RATE BD ETF
DVY
0.04%
SELECT DIVID ETF
ZMH
0.04%
COM
TRV
0.04%
COM
TMO
0.04%
COM
MCO
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
MPC
0.04%
COM
STT
0.04%
COM
IVW
0.04%
S&P 500 GRWT ETF
MMC
0.04%
COM
DE
0.04%
COM
AWF
0.04%
COM
DOV
0.04%
COM
BIIB
0.04%
COM
ROP
0.04%
COM
DHR
0.04%
COM
ECL
0.04%
COM
GILD
0.03%
COM
BAC
0.03%
COM
NSC
0.03%
COM
XLP
0.03%
SBI CONS STPLS
DWDP
0.03%
COM
NVDA
0.03%
COM
IJH
0.03%
CORE S&P MCP ETF
XLK
0.03%
TECHNOLOGY
ILMN
0.03%
COM
MET
0.03%
COM
MO
0.03%
COM
GLW
0.03%
COM
TMK
0.03%
COM
FB
0.03%
CL A
UNH
0.03%
COM
IYF
0.03%
U.S. FINLS ETF
IWR
0.03%
RUS MID-CAP ETF
PAYX
0.03%
COM
BAX
0.03%
COM
CDK
0.03%
COM
BP
0.03%
SPONSORED ADR
PM
0.02%
COM
EBAY
0.02%
COM
YUMC
0.02%
COM
CATH
0.02%
S&P 500 CATHOLIC
BLK
0.02%
COM
RTN
0.02%
COM NEW
INDA
0.02%
MSCI INDIA ETF
LQD
0.02%
IBOXX INV CP ETF
MCK
0.02%
COM
COST
0.02%
COM
CAT
0.02%
COM
IYJ
0.02%
U.S. INDS ETF
VTI
0.02%
TOTAL STK MKT
SDY
0.02%
S&P DIVID ETF
V
0.02%
COM CL A
TROW
0.02%
COM
ACWI
0.02%
MSCI ACWI ETF
DNB
0.02%
COM
PEG
0.02%
COM
AWK
0.02%
COM
SWK
0.02%
COM
ROK
0.02%
COM
ORLY
0.02%
COM
TSN
0.02%
CL A
TILT
0.02%
MORNSTAR USMKT
COP
0.02%
COM
APD
0.02%
COM
LMT
0.02%
COM
WM
0.02%
COM
VGT
0.02%
INF TECH ETF
EW
0.02%
COM
EVBG
0.02%
COM
BND
0.02%
TOTAL BND MRKT
QQQ
0.02%
UNIT SER 1
SCHW
0.02%
COM
SLB
0.02%
COM
VSS
0.02%
FTSE SMCAP ETF
MKL
0.02%
COM
CSX
0.01%
COM
FAST
0.01%
COM
STX
0.01%
SHS
MDLZ
0.01%
CL A
PRU
0.01%
COM
RDS/A
0.01%
SPONS ADR A
APTV
0.01%
SHS
NVS
0.01%
SPONSORED ADR
PANW
0.01%
COM
CLX
0.01%
COM
UNM
0.01%
COM
QCOM
0.01%
COM
ETN
0.01%
SHS
AGN
0.01%
SHS
PYPL
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
WDAY
0.01%
CL A
TDC
0.01%
COM
UN
0.01%
N Y SHS NEW
VWO
0.01%
FTSE EMR MKT ETF
IYW
0.01%
U.S. TECH ETF
ZF
0.01%
COM
DANAHER ...
0.01%
DBCV 1/2
GLD
0.2%
GOLD SHS
ESRX
0.05%
COM
MXIM
0.04%
COM
CI
0.02%
COM
COL
0.02%
COM
BDX
0.02%
COM
GS
0.01%
COM
HII
0.01%
COM
HPQ
0.01%
COM
CNCR
0.01%
LONCAR CANCER
CF
0.01%
COM
BR
0.01%
COM
VYM
0.01%
HIGH DIV YLD
NOV
0.01%
COM
CMG
0.01%
COM
DTE
0.01%
COM
DEO
0.01%
SPON ADR NEW
NFLX
0.01%
COM