CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
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
+$154M
2
+$9.03M
3
+$1.29M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.18M
5
BYND icon
Beyond Meat
BYND
+$716K

Top Sells

1
+$97.6M
2
+$52.8M
3
+$31.7M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
ADI icon
Analog Devices
ADI
+$4.93M

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
326
$6K ﹤0.01%
+111
327
$5K ﹤0.01%
+50
328
$5K ﹤0.01%
+33
329
$5K ﹤0.01%
+71
330
$4K ﹤0.01%
+133
331
$4K ﹤0.01%
+194
332
$3K ﹤0.01%
+96
333
$3K ﹤0.01%
+51
334
$2K ﹤0.01%
+77
335
$1K ﹤0.01%
14
-39
336
$1K ﹤0.01%
+50
337
$1K ﹤0.01%
+40
338
$1K ﹤0.01%
3
339
– –
-1,500
340
– –
-16,612
341
– –
-3,777
342
– –
-2,373
343
– –
-1,565
344
$0 ﹤0.01%
5
345
$0 ﹤0.01%
10
-15
346
– –
-2,502
347
– –
-2,149
348
– –
-90
349
– –
-431
350
– –
-15,335
11 12 13
14
15