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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 0.33%
+200,922
27
$5.12M 0.33%
147,129
-3,328
28
$4.87M 0.32%
55,636
-287
29
$4.79M 0.31%
77,633
+342
30
$4.49M 0.29%
32,156
-128
31
$4.46M 0.29%
17,561
-262
32
$4.28M 0.28%
22,704
-2,743
33
$4.17M 0.27%
41,594
-15
34
$4.12M 0.27%
18,755
-70
35
$4.03M 0.26%
58,066
-677
36
$4.02M 0.26%
20,791
-25
37
$3.93M 0.25%
99,773
-2,444
38
$3.82M 0.25%
27,541
-95
39
$3.42M 0.22%
61,517
+485
40
$3.41M 0.22%
9,453
+405
41
$3.37M 0.22%
89,571
+67,792
42
$3.26M 0.21%
24,321
-1,052
43
$3.17M 0.21%
41,168
+3,391
44
$3.14M 0.2%
91,442
-7,951
45
$3.14M 0.2%
85,503
46
$3.09M 0.2%
20,077
-285
47
$2.97M 0.19%
23,087
+2,068
48
$2.96M 0.19%
49,838
-1,528
49
$2.93M 0.19%
14,886
+200
50
$2.88M 0.19%
27,265
-444
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