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
251
$76K ﹤0.01%
+488
252
$69K ﹤0.01%
+311
253
$68K ﹤0.01%
+602
254
$66K ﹤0.01%
+820
255
$66K ﹤0.01%
+572
256
$64K ﹤0.01%
+1,290
257
$59K ﹤0.01%
+1,428
258
$49K ﹤0.01%
+670
259
$45K ﹤0.01%
+1,350
260
$43K ﹤0.01%
+424
261
$37K ﹤0.01%
+900
262
$34K ﹤0.01%
+385
263
$29K ﹤0.01%
13,219
-3,681
264
$28K ﹤0.01%
+650
265
$28K ﹤0.01%
+472
266
$28K ﹤0.01%
+556
267
$27K ﹤0.01%
+810
268
$26K ﹤0.01%
+405
269
$23K ﹤0.01%
+805
270
$21K ﹤0.01%
+345
271
$17K ﹤0.01%
+295
272
$17K ﹤0.01%
+190
273
$15K ﹤0.01%
+244
274
$13K ﹤0.01%
+96
275
$12K ﹤0.01%
+200
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