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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$220K 0.01%
610
-70
252
$214K 0.01%
+90
253
$205K 0.01%
3,364
254
$202K 0.01%
6,802
255
$188K 0.01%
3,094
256
$168K 0.01%
9,678
257
$168K 0.01%
10,521
-557
258
$163K 0.01%
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-58
259
$160K 0.01%
4,113
260
$146K 0.01%
900
261
$144K 0.01%
1,033
262
$142K 0.01%
1,400
263
$140K 0.01%
3,640
264
$133K 0.01%
1,295
-245
265
$128K 0.01%
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-65
266
$115K 0.01%
12,329
267
$104K 0.01%
2,625
268
$98K 0.01%
488
269
$90K 0.01%
13,265
270
$90K 0.01%
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271
$89K 0.01%
673
272
$83K 0.01%
1,110
273
$81K 0.01%
1,290
274
$77K ﹤0.01%
261
-50
275
$76K ﹤0.01%
800
-165
9 10
11
12 13