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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 0.34%
32,443
+290
27
$5.28M 0.34%
89,687
+13,402
28
$5.25M 0.34%
31,337
-370
29
$4.96M 0.32%
93,030
-8,203
30
$4.85M 0.31%
131,925
-68,804
31
$4.74M 0.3%
47,876
32
$4.73M 0.3%
86,951
-2,924
33
$4.69M 0.3%
78,393
34
$4.42M 0.28%
29,358
+10
35
$4.36M 0.28%
58,025
-4,043
36
$4.18M 0.27%
15,837
-336
37
$4.06M 0.26%
61,566
-841
38
$4.01M 0.26%
16,625
-660
39
$3.88M 0.25%
25,291
+1,515
40
$3.86M 0.25%
52,049
-985
41
$3.65M 0.23%
24,913
-130
42
$3.63M 0.23%
15,393
-219
43
$3.62M 0.23%
16,287
44
$3.49M 0.22%
15,243
-10
45
$3.43M 0.22%
14,859
-1,760
46
$3.4M 0.22%
15,968
-661
47
$3.27M 0.21%
9,146
-40
48
$3.24M 0.21%
44,112
-20,460
49
$3.22M 0.21%
25,266
+1,604
50
$3.17M 0.2%
7,451
+600
1
2
3 4 5