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
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
JPMorgan Chase
JPM
+$5.06M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.22%
38,435
+925
52
$3.57M 0.22%
61,552
-7,605
53
$3.57M 0.22%
37,629
-1,388
54
$3.53M 0.21%
48,401
-279
55
$3.53M 0.21%
37,195
-10,635
56
$3.52M 0.21%
40,239
57
$3.31M 0.2%
127,172
-15,714
58
$3.27M 0.2%
104,951
-2,750
59
$3.25M 0.2%
43,519
-3,358
60
$3.2M 0.19%
118,964
-6,708
61
$3.02M 0.18%
56,267
-5,492
62
$2.81M 0.17%
55,734
+1,800
63
$2.74M 0.17%
44,645
-1,225
64
$2.68M 0.16%
27,467
-2,186
65
$2.6M 0.16%
101,913
-837
66
$2.58M 0.16%
107,753
67
$2.56M 0.15%
40,868
+40,587
68
$2.52M 0.15%
40,479
-420
69
$2.47M 0.15%
83,454
+500
70
$2.35M 0.14%
26,468
-4,651
71
$2.3M 0.14%
28,904
-665
72
$2.24M 0.14%
37,842
-750
73
$2.17M 0.13%
42,487
74
$2.13M 0.13%
54,738
-3,283
75
$2.13M 0.13%
19,473
-3,224
1 2
3
4 5