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
$1.65B
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.02%
5,129
-540
227
$305K 0.02%
2,233
+5
228
$298K 0.02%
4,818
-30
229
$296K 0.02%
+1,176
230
$289K 0.02%
+14,941
231
$288K 0.02%
+2,158
232
$286K 0.02%
+1,469
233
$282K 0.02%
897
234
$278K 0.02%
+1,724
235
$278K 0.02%
971
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236
$276K 0.02%
+1,704
237
$275K 0.02%
1,614
-231
238
$267K 0.02%
3,622
-85
239
$266K 0.02%
6,374
+530
240
$264K 0.02%
16,000
241
$262K 0.02%
+4,128
242
$261K 0.02%
+1,400
243
$256K 0.02%
1,183
-233
244
$240K 0.01%
+4,299
245
$237K 0.01%
+2,624
246
$235K 0.01%
+680
247
$229K 0.01%
1,160
-2,735
248
$227K 0.01%
2,014
-4,100
249
$225K 0.01%
19,632
+12
250
$225K 0.01%
+5,876
8 9
10
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