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
276
$141K 0.01%
1,150
277
$120K 0.01%
12,329
278
$104K 0.01%
2,625
279
$98K 0.01%
488
280
$97K 0.01%
311
281
$92K 0.01%
965
+115
282
$91K 0.01%
2,971
283
$89K 0.01%
673
284
$88K 0.01%
+13,915
285
$82K 0.01%
+2,632
286
$82K 0.01%
+1,110
287
$78K ﹤0.01%
1,290
288
$72K ﹤0.01%
1,345
289
$71K ﹤0.01%
534
+344
290
$70K ﹤0.01%
+3,355
291
$67K ﹤0.01%
572
292
$67K ﹤0.01%
510
+180
293
$60K ﹤0.01%
1,350
294
$54K ﹤0.01%
+3,138
295
$53K ﹤0.01%
670
296
$47K ﹤0.01%
340
+168
297
$41K ﹤0.01%
+2,244
298
$40K ﹤0.01%
+1,201
299
$36K ﹤0.01%
+1,105
300
$36K ﹤0.01%
556
-702
10 11
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