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
$1.38B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$14.6M
3
+$801K
4
OTIS icon
Otis Worldwide
OTIS
+$593K
5
CARR icon
Carrier Global
CARR
+$556K

Top Sells

1
+$40.4M
2
+$26.5M
3
+$17.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.4M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$8.96M

Sector Composition

1 Technology 7.36%
2 Healthcare 4.4%
3 Industrials 4.01%
4 Financials 3.57%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 0.39%
20
27
$4.81M 0.35%
32,284
-916
28
$4.77M 0.35%
102,217
+2,249
29
$4.76M 0.35%
77,291
30
$4.67M 0.34%
150,457
-7,603
31
$4.45M 0.32%
99,393
-6,919
32
$4.34M 0.31%
25,447
-23,469
33
$4.2M 0.31%
17,823
-265
34
$3.96M 0.29%
41,609
-1,150
35
$3.65M 0.27%
27,636
-650
36
$3.64M 0.26%
20,816
-1,185
37
$3.47M 0.25%
18,825
+86
38
$3.34M 0.24%
58,743
39
$3.31M 0.24%
85,503
40
$3.31M 0.24%
25,373
-150
41
$3.1M 0.22%
52,706
-1,492
42
$3.09M 0.22%
61,032
+3,053
43
$3.06M 0.22%
20,362
44
$2.98M 0.22%
9,048
45
$2.87M 0.21%
17,449
-1,270
46
$2.83M 0.21%
51,366
-2,723
47
$2.77M 0.2%
27,709
-59,266
48
$2.75M 0.2%
47,876
49
$2.6M 0.19%
37,777
+11,665
50
$2.48M 0.18%
14,686
-133
1
2
3 4 5