CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+15.65%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.38B
AUM Growth
+$1.38B
(+9.9%)
Cap. Flow
-$66.7M
Cap. Flow
% of AUM
-4.84%
Top 10 Holdings %
Top 10 Hldgs %
74.22%
Holding
250
New
18
Increased
22
Reduced
114
Closed
10
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$83M |
| 2 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$14.6M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$801K |
| 4 |
Otis Worldwide
OTIS
|
$593K |
| 5 |
Carrier Global
CARR
|
$556K |
Top Sells
Sector Composition
| 1 | Technology | 7.36% |
| 2 | Healthcare | 4.4% |
| 3 | Industrials | 4.01% |
| 4 | Financials | 3.57% |
| 5 | Consumer Discretionary | 2.54% |
