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
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.63M
3
+$4.72M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.26M

Top Sells

1
+$36.6M
2
+$17.2M
3
+$10.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Technology 5.69%
2 Healthcare 4.07%
3 Industrials 4.04%
4 Financials 3.87%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.23%
60,123
+18,664
52
$3.77M 0.23%
25,523
-196
53
$3.75M 0.23%
70,790
-3
54
$3.7M 0.23%
18,733
-175
55
$3.66M 0.22%
59,058
-95
56
$3.65M 0.22%
55,878
-66,356
57
$3.56M 0.22%
115,546
+40,845
58
$3.55M 0.22%
85,503
59
$3.54M 0.22%
58,020
-367
60
$3.44M 0.21%
20,682
-254
61
$3.31M 0.2%
53,849
-3,228
62
$3.17M 0.19%
57,195
-350
63
$3.13M 0.19%
86,264
+1,070
64
$2.79M 0.17%
23,144
-863
65
$2.74M 0.17%
24,349
+40
66
$2.69M 0.16%
14,890
-87
67
$2.62M 0.16%
48,722
-1,335
68
$2.57M 0.16%
101,260
-24,320
69
$2.5M 0.15%
19,901
+335
70
$2.48M 0.15%
18,869
71
$2.39M 0.15%
16,544
-37
72
$2.39M 0.15%
14,405
-227
73
$2.37M 0.14%
11,273
-169
74
$2.32M 0.14%
12,997
-4,817
75
$2.28M 0.14%
28,153
+434
1 2
3
4 5