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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$227K 0.01%
+1,134
252
$227K 0.01%
897
253
$226K 0.01%
20,500
254
$223K 0.01%
876
255
$222K 0.01%
+3,000
256
$211K 0.01%
+6,200
257
$208K 0.01%
1,210
258
$207K 0.01%
1,880
259
$204K 0.01%
18,366
-2,934
260
$201K 0.01%
12,630
261
$200K 0.01%
+1,297
262
$174K 0.01%
1,905
263
$165K 0.01%
13,726
264
$165K 0.01%
14,483
265
$156K 0.01%
1,206
266
$153K 0.01%
1,330
267
$152K 0.01%
1,033
268
$134K 0.01%
1,085
269
$129K 0.01%
1,572
270
$122K 0.01%
6,135
+440
271
$112K 0.01%
833
272
$109K 0.01%
735
273
$102K ﹤0.01%
1,921
274
$102K ﹤0.01%
1,705
-7,074
275
$93K ﹤0.01%
1,850
9 10
11
12 13