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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$169K 0.01%
1,955
-58
252
$157K 0.01%
1,540
253
$153K 0.01%
4,113
-812
254
$148K 0.01%
+2,502
255
$145K 0.01%
1,033
256
$140K 0.01%
1,913
257
$136K 0.01%
900
258
$136K 0.01%
1,150
-390
259
$135K 0.01%
+2,373
260
$128K 0.01%
1,400
261
$122K 0.01%
+2,149
262
$113K 0.01%
12,329
263
$95K 0.01%
2,625
264
$94K 0.01%
311
265
$90K 0.01%
488
266
$88K 0.01%
2,971
-475
267
$85K 0.01%
1,356
268
$82K 0.01%
+673
269
$81K 0.01%
10,000
270
$79K ﹤0.01%
850
271
$75K ﹤0.01%
1,500
+600
272
$73K ﹤0.01%
1,258
273
$71K ﹤0.01%
1,290
274
$66K ﹤0.01%
1,345
275
$66K ﹤0.01%
572
9 10
11
12 13