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
276
$75K ﹤0.01%
1,345
277
$75K ﹤0.01%
13,915
278
$65K ﹤0.01%
3,355
279
$61K ﹤0.01%
510
280
$57K ﹤0.01%
1,350
281
$53K ﹤0.01%
670
282
$51K ﹤0.01%
1,632
-1,000
283
$46K ﹤0.01%
340
284
$36K ﹤0.01%
279
-255
285
$36K ﹤0.01%
2,076
-1,062
286
$36K ﹤0.01%
407
287
$33K ﹤0.01%
360
288
$31K ﹤0.01%
840
289
$29K ﹤0.01%
320
290
$26K ﹤0.01%
1,467
-777
291
$21K ﹤0.01%
550
-80
292
$19K ﹤0.01%
244
293
$18K ﹤0.01%
278
-278
294
$18K ﹤0.01%
+285
295
$16K ﹤0.01%
550
296
$16K ﹤0.01%
194
297
$13K ﹤0.01%
200
298
$12K ﹤0.01%
360
299
$6K ﹤0.01%
124
300
$1K ﹤0.01%
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