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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.37%
96,931
+3,840
27
$7.44M 0.36%
30,452
-745
28
$7.34M 0.35%
32,951
-350
29
$7.14M 0.34%
83,565
-248
30
$6.26M 0.3%
34,361
-176
31
$6.03M 0.29%
56,669
-240
32
$5.89M 0.28%
32,153
33
$5.72M 0.28%
140,234
+71
34
$5.68M 0.27%
46,204
+4,075
35
$5.61M 0.27%
16,350
-496
36
$5.49M 0.27%
197,600
-640
37
$5.35M 0.26%
34,716
+965
38
$5.3M 0.26%
32,144
-768
39
$5.16M 0.25%
8,959
+909
40
$4.81M 0.23%
91,959
-1,507
41
$4.73M 0.23%
13,020
+1,235
42
$4.47M 0.22%
90,909
+8,421
43
$4.4M 0.21%
14,348
-45
44
$4.38M 0.21%
23,548
+5,170
45
$4.34M 0.21%
15,518
-12
46
$4.33M 0.21%
21,205
-249
47
$4.27M 0.21%
19,105
+1,998
48
$4.24M 0.2%
34,552
49
$4.2M 0.2%
67,669
-2,149
50
$4.17M 0.2%
8,830
+936
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