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
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 0.44%
75,254
-2,415
27
$5.46M 0.44%
60,889
28
$5.44M 0.43%
20
29
$5.28M 0.42%
90,880
-3,320
30
$5.03M 0.4%
86,500
-6,360
31
$4.89M 0.39%
158,060
-2,123
32
$4.77M 0.38%
32,228
33
$4.67M 0.37%
17,766
-505
34
$4.54M 0.36%
33,200
-3,110
35
$4.28M 0.34%
56,143
-513
36
$4.08M 0.33%
77,291
37
$4.04M 0.32%
106,312
-7,015
38
$3.93M 0.31%
99,968
-307
39
$3.71M 0.3%
69,460
-7,934
40
$3.67M 0.29%
18,088
-926
41
$3.66M 0.29%
42,759
42
$3.49M 0.28%
104,782
+147
43
$3.4M 0.27%
28,286
-953
44
$3.17M 0.25%
56,471
-413,057
45
$3.13M 0.25%
22,001
46
$3.1M 0.25%
18,739
+6
47
$3.02M 0.24%
54,198
-5,925
48
$2.91M 0.23%
25,523
49
$2.91M 0.23%
54,089
+240
50
$2.89M 0.23%
71,348
-918,580
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