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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.2%
9,186
+724
52
$3.23M 0.2%
20,906
+114
53
$3.1M 0.19%
23,741
-193
54
$3.08M 0.19%
56,829
+1,730
55
$3.05M 0.19%
152,600
+3,520
56
$2.98M 0.18%
23,662
-255
57
$2.88M 0.17%
15,006
58
$2.87M 0.17%
61,948
59
$2.85M 0.17%
10,499
60
$2.81M 0.17%
6,851
-2,242
61
$2.75M 0.17%
11,351
62
$2.69M 0.16%
11,326
+1,145
63
$2.62M 0.16%
30,674
-1,037
64
$2.61M 0.16%
39,058
-4,837
65
$2.49M 0.15%
34,219
-985
66
$2.37M 0.14%
44,168
-8,548
67
$2.36M 0.14%
22,762
-192
68
$2.34M 0.14%
9,005
+7
69
$2.29M 0.14%
6,272
+275
70
$2.21M 0.13%
9,614
+746
71
$2.17M 0.13%
38,811
-3,717
72
$2.15M 0.13%
7,300
-218
73
$2.11M 0.13%
44,823
-1,161
74
$1.93M 0.12%
10,814
-195
75
$1.93M 0.12%
3,817
-37
1 2
3
4 5