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
$1.38B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$14.6M
3
+$801K
4
OTIS icon
Otis Worldwide
OTIS
+$593K
5
CARR icon
Carrier Global
CARR
+$556K

Top Sells

1
+$40.4M
2
+$26.5M
3
+$17.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.4M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$8.96M

Sector Composition

1 Technology 7.36%
2 Healthcare 4.4%
3 Industrials 4.01%
4 Financials 3.57%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.18%
21,019
-4,749
52
$2.41M 0.17%
66,830
-1,330
53
$2.37M 0.17%
34,741
-21,730
54
$2.34M 0.17%
24,135
-125
55
$2.34M 0.17%
52,277
-2,878
56
$2.21M 0.16%
79,904
-216,914
57
$2.15M 0.16%
55,557
-49,225
58
$2.08M 0.15%
16,305
59
$2.03M 0.15%
11,273
60
$2.01M 0.15%
32,649
-11,280
61
$2.01M 0.15%
15,724
-5,180
62
$1.97M 0.14%
11,481
-923
63
$1.94M 0.14%
19,763
64
$1.88M 0.14%
7,575
-76
65
$1.87M 0.14%
16,759
+2
66
$1.79M 0.13%
23,881
-410
67
$1.71M 0.12%
19,362
-46
68
$1.66M 0.12%
13,842
69
$1.62M 0.12%
40,641
-225
70
$1.62M 0.12%
10,349
71
$1.61M 0.12%
11,245
-2,835
72
$1.6M 0.12%
17,900
-3,365
73
$1.56M 0.11%
8,118
74
$1.52M 0.11%
159,600
-1,200
75
$1.49M 0.11%
9,504
+307
1 2
3
4 5