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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 0.34%
101,233
-14,366
27
$5.52M 0.33%
32,074
-30,800
28
$5.33M 0.32%
32,153
29
$5.24M 0.32%
31,707
-7,214
30
$5.07M 0.31%
129,547
-6,390
31
$4.83M 0.29%
62,068
-10,675
32
$4.81M 0.29%
76,285
-2,608
33
$4.78M 0.29%
78,393
-111
34
$4.76M 0.29%
89,875
-20,578
35
$4.75M 0.29%
64,572
-19,262
36
$4.54M 0.28%
47,876
37
$4.35M 0.26%
29,348
+2,126
38
$4.21M 0.26%
62,407
-352
39
$4.16M 0.25%
25,043
-504
40
$4.05M 0.25%
16,629
-974
41
$4.03M 0.24%
16,173
-2,623
42
$3.99M 0.24%
17,285
-1,102
43
$3.82M 0.23%
15,612
-60
44
$3.81M 0.23%
16,619
-853
45
$3.69M 0.22%
15,253
46
$3.68M 0.22%
23,776
-90
47
$3.67M 0.22%
53,034
-425
48
$3.63M 0.22%
16,287
+403
49
$3.43M 0.21%
15,585
-434
50
$3.27M 0.2%
18,623
+1,582
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