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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.19%
15,253
+303
52
$2.9M 0.18%
55,099
+1,245
53
$2.79M 0.17%
23,917
-3,523
54
$2.77M 0.17%
43,895
+317
55
$2.76M 0.17%
20,792
+510
56
$2.75M 0.17%
15,006
-1,299
57
$2.75M 0.17%
23,934
-132
58
$2.73M 0.17%
61,948
59
$2.7M 0.17%
8,462
+10
60
$2.7M 0.17%
52,716
-1,522
61
$2.55M 0.16%
10,499
+2,647
62
$2.54M 0.16%
11,351
-130
63
$2.5M 0.15%
23,019
-358
64
$2.47M 0.15%
42,528
-7,023
65
$2.45M 0.15%
31,711
-704
66
$2.29M 0.14%
35,204
+9,768
67
$2.23M 0.14%
22,954
-460
68
$2.19M 0.14%
8,998
-1,884
69
$2.13M 0.13%
5,997
+1,309
70
$2.08M 0.13%
45,984
+5,724
71
$2.08M 0.13%
7,518
+282
72
$2.03M 0.13%
10,181
+88
73
$2M 0.12%
65,615
+2,180
74
$1.99M 0.12%
149,080
-1,920
75
$1.96M 0.12%
8,868
-395
1 2
3
4 5