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
276
$58K ﹤0.01%
1,350
277
$53K ﹤0.01%
670
278
$41K ﹤0.01%
330
-55
279
$34K ﹤0.01%
407
-17
280
$32K ﹤0.01%
472
-258
281
$29K ﹤0.01%
730
282
$29K ﹤0.01%
405
283
$27K ﹤0.01%
320
284
$24K ﹤0.01%
190
285
$23K ﹤0.01%
630
-175
286
$23K ﹤0.01%
172
+168
287
$19K ﹤0.01%
244
288
$13K ﹤0.01%
200
289
$12K ﹤0.01%
96
290
$12K ﹤0.01%
+76
291
$11K ﹤0.01%
360
292
$8K ﹤0.01%
+30
293
$5K ﹤0.01%
+177
294
$5K ﹤0.01%
+76
295
$4K ﹤0.01%
+59
296
$3K ﹤0.01%
62
297
$2K ﹤0.01%
+50
298
$2K ﹤0.01%
53
+15
299
$1K ﹤0.01%
25
+10
300
$0 ﹤0.01%
+5
9 10 11
12
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