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
326
$6K ﹤0.01%
+111
327
$5K ﹤0.01%
+71
328
$5K ﹤0.01%
+50
329
$5K ﹤0.01%
+33
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
– –
-1,565
340
$0 ﹤0.01%
5
341
$0 ﹤0.01%
10
-15
342
– –
-3,777
343
– –
-2,373
344
– –
-2,502
345
– –
-2,149
346
– –
-90
347
– –
-431
348
– –
-15,335
349
– –
-1
350
– –
-1,913
11 12 13
14
15