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
251
$223K 0.01%
1,538
-1,814
252
$221K 0.01%
+4,759
253
$220K 0.01%
+394
254
$218K 0.01%
+6,802
255
$216K 0.01%
+5,180
256
$214K 0.01%
+3,763
257
$214K 0.01%
1,190
258
$213K 0.01%
3,364
-1,626
259
$212K 0.01%
1,220
+5
260
$210K 0.01%
+2,321
261
$207K 0.01%
+3,188
262
$200K 0.01%
+375
263
$188K 0.01%
3,094
-920
264
$179K 0.01%
10,000
265
$176K 0.01%
+11,078
266
$170K 0.01%
+3,640
267
$170K 0.01%
+13,265
268
$168K 0.01%
+9,678
269
$168K 0.01%
1,955
270
$162K 0.01%
1,540
271
$161K 0.01%
4,113
272
$147K 0.01%
900
273
$146K 0.01%
10,207
-2,777
274
$143K 0.01%
1,033
275
$142K 0.01%
1,400
9 10
11
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