CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.02%
16,000
227
$227K 0.01%
3,735
228
$227K 0.01%
4,616
229
$223K 0.01%
3,836
-417
230
$222K 0.01%
3,727
-1,118
231
$221K 0.01%
+2,003
232
$217K 0.01%
19,608
233
$217K 0.01%
+1,050
234
$209K 0.01%
2,269
235
$205K 0.01%
2,352
236
$202K 0.01%
2,550
237
$202K 0.01%
+5,894
238
$196K 0.01%
+4,393
239
$158K 0.01%
5,871
-10,613
240
$157K 0.01%
10,000
241
$154K 0.01%
+3,825
242
$142K 0.01%
1,540
-945
243
$133K 0.01%
+1,033
244
$122K 0.01%
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245
$108K 0.01%
10,000
246
$104K 0.01%
+1,540
247
$97K 0.01%
12,329
248
$96K 0.01%
+735
249
$96K 0.01%
+421
250
$83K 0.01%
+2,625
8 9
10
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