CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
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
State Street SPDR S&P 500 Fossil Fuel Reserves 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
$0 ﹤0.01%
11
340
– –
-26,305
341
– –
-65,615
342
– –
-3,735
343
– –
-177
344
– –
-3,119
345
– –
-1,565
346
$0 ﹤0.01%
5
347
$0 ﹤0.01%
10
-15
348
– –
-3,777
349
– –
-2,373
350
– –
-2,502
11 12 13
14
15