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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.09M 0.38%
32,327
+521
27
$5.8M 0.36%
83,834
-650
28
$5.71M 0.35%
110,453
+1,119
29
$5.5M 0.34%
38,921
+329
30
$5.35M 0.33%
72,743
+1,106
31
$5.14M 0.32%
32,153
32
$4.92M 0.3%
135,937
-1,880
33
$4.81M 0.3%
78,504
+871
34
$4.6M 0.28%
20,785
35
$4.58M 0.28%
47,876
36
$4.41M 0.27%
78,893
+817
37
$4.38M 0.27%
17,603
+127
38
$4.37M 0.27%
18,796
-1,196
39
$4.18M 0.26%
53,459
-1,920
40
$4.15M 0.26%
62,759
+4,252
41
$4.12M 0.25%
18,387
-58
42
$4.12M 0.25%
25,547
+1,835
43
$3.85M 0.24%
27,222
+615
44
$3.53M 0.22%
16,019
-31
45
$3.51M 0.22%
23,866
+3,801
46
$3.42M 0.21%
15,672
-7,081
47
$3.28M 0.2%
15,884
+7,507
48
$3.26M 0.2%
17,472
+438
49
$3.21M 0.2%
9,093
-805
50
$3.15M 0.19%
17,041
+558
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