CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.22%
57,979
-41
52
$2.74M 0.22%
85,503
53
$2.73M 0.22%
58,743
-315
54
$2.66M 0.21%
25,768
+8,464
55
$2.62M 0.21%
81,786
-6,364
56
$2.61M 0.21%
43,929
-314
57
$2.6M 0.21%
18,719
-150
58
$2.44M 0.19%
55,155
-2,040
59
$2.35M 0.19%
47,876
-1,125
60
$2.33M 0.19%
68,160
-2,630
61
$2.23M 0.18%
24,260
-89
62
$2.22M 0.18%
9,048
+730
63
$2.18M 0.17%
77,954
-8,310
64
$2.09M 0.17%
14,819
-71
65
$2.09M 0.17%
20,362
-320
66
$2.05M 0.16%
20,904
+1,003
67
$1.88M 0.15%
11,273
68
$1.76M 0.14%
12,404
-593
69
$1.66M 0.13%
19,408
+10,670
70
$1.64M 0.13%
19,763
+1,575
71
$1.62M 0.13%
16,757
+213
72
$1.61M 0.13%
14,080
-325
73
$1.57M 0.13%
34,337
-85
74
$1.55M 0.12%
40,866
75
$1.54M 0.12%
21,265
-1,879
1 2
3
4 5