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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.19%
70,154
+14,597
52
$2.86M 0.19%
47,424
-5,282
53
$2.83M 0.18%
47,876
54
$2.58M 0.17%
52,327
+50
55
$2.54M 0.16%
20,213
+450
56
$2.52M 0.16%
17,013
-436
57
$2.37M 0.15%
16,305
58
$2.37M 0.15%
16,109
+385
59
$2.35M 0.15%
14,912
+1,070
60
$2.34M 0.15%
8,412
+837
61
$2.27M 0.15%
10,898
-375
62
$2.26M 0.15%
24,029
-106
63
$2.25M 0.15%
61,774
-5,056
64
$2.15M 0.14%
11,481
65
$2.06M 0.13%
152,200
-7,400
66
$2.04M 0.13%
16,449
-310
67
$1.96M 0.13%
10,251
-98
68
$1.95M 0.13%
24,192
+311
69
$1.9M 0.12%
40,695
+54
70
$1.89M 0.12%
21,456
+2,094
71
$1.88M 0.12%
32,730
+81
72
$1.84M 0.12%
26,144
-8,597
73
$1.82M 0.12%
64,080
-15,824
74
$1.73M 0.11%
10,183
+679
75
$1.7M 0.11%
7,852
-266
1 2
3
4 5