We are live on ! Find out more
CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$789K
3
+$764K
4
VZ icon
Verizon
VZ
+$658K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$557K

Top Sells

1
+$46.8M
2
+$32.6M
3
+$24.1M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$12.8M
5
AAPL icon
Apple
AAPL
+$3.36M

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
326
– –
-10,000
327
– –
-4,167
328
– –
-336
329
– –
-515
330
– –
-77
331
– –
-4,862
332
– –
-4,299
333
– –
-753
334
– –
-1,238
335
– –
-194
336
– –
-96
337
– –
-40
338
– –
-394
339
– –
-1,538
340
– –
-128
341
– –
-29
342
– –
-51
343
– –
-1,220
344
– –
-111
345
$0 ﹤0.01%
3
346
– –
-33
347
– –
-10,207
348
– –
-2,014
349
– –
-3,049
350
– –
-1,260
10 11 12 13
14