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
301
$36K ﹤0.01%
407
302
$34K ﹤0.01%
840
+110
303
$33K ﹤0.01%
+360
304
$33K ﹤0.01%
+1,260
305
$31K ﹤0.01%
405
306
$29K ﹤0.01%
320
307
$25K ﹤0.01%
+753
308
$24K ﹤0.01%
630
309
$24K ﹤0.01%
+1,238
310
$21K ﹤0.01%
+394
311
$20K ﹤0.01%
244
312
$19K ﹤0.01%
+550
313
$19K ﹤0.01%
+192
314
$19K ﹤0.01%
+515
315
$14K ﹤0.01%
+526
316
$14K ﹤0.01%
+194
317
$13K ﹤0.01%
96
318
$13K ﹤0.01%
+336
319
$13K ﹤0.01%
200
320
$12K ﹤0.01%
360
321
$11K ﹤0.01%
+265
322
$8K ﹤0.01%
+195
323
$7K ﹤0.01%
+128
324
$7K ﹤0.01%
+29
325
$6K ﹤0.01%
124
+62
11 12
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