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
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
JPMorgan Chase
JPM
+$5.06M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.68M 0.46%
220,595
-7,925
27
$7.28M 0.44%
71,251
-9,706
28
$6.72M 0.41%
144,864
-9,476
29
$6.68M 0.4%
238,100
-254
30
$6.1M 0.37%
116,988
-64,586
31
$6.01M 0.36%
144,552
-1,946
32
$5.77M 0.35%
198,383
-5,174
33
$5.62M 0.34%
108,257
-4,146
34
$5.56M 0.34%
46,933
-858
35
$5.52M 0.33%
123,276
-175
36
$5.49M 0.33%
50,636
-1,589
37
$5.38M 0.33%
26
+1
38
$5.12M 0.31%
77,059
-5,092
39
$4.83M 0.29%
39,140
-5,306
40
$4.81M 0.29%
96,203
-4,700
41
$4.39M 0.27%
77,621
-1,311
42
$4.26M 0.26%
46,408
-3,590
43
$4.19M 0.25%
66,930
-5,704
44
$3.83M 0.23%
51,649
45
$3.76M 0.23%
57,701
-6,256
46
$3.76M 0.23%
26,789
-1,861
47
$3.68M 0.22%
88,058
-14,767
48
$3.68M 0.22%
146,170
-3,608
49
$3.66M 0.22%
125,814
-9,382
50
$3.6M 0.22%
35,421
+1,271
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