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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.2%
18,298
-325
52
$3.06M 0.2%
147,610
-4,990
53
$3.05M 0.19%
61,948
54
$3.01M 0.19%
23,666
-75
55
$2.99M 0.19%
56,904
+75
56
$2.98M 0.19%
20,539
-367
57
$2.95M 0.19%
25,638
-278,739
58
$2.88M 0.18%
10,499
59
$2.88M 0.18%
14,670
-915
60
$2.87M 0.18%
10,621
-705
61
$2.74M 0.17%
50,713
+11,902
62
$2.66M 0.17%
11,021
-330
63
$2.52M 0.16%
34,159
-60
64
$2.5M 0.16%
14,898
-17,176
65
$2.47M 0.16%
15,006
66
$2.42M 0.15%
28,149
-2,525
67
$2.35M 0.15%
8,902
-103
68
$2.32M 0.15%
22,789
+27
69
$2.25M 0.14%
7,031
-269
70
$2.21M 0.14%
42,461
-1,707
71
$2.18M 0.14%
12,169
+1,355
72
$2.18M 0.14%
3,819
+2
73
$2.17M 0.14%
36,727
-2,331
74
$2.06M 0.13%
48,606
+2,272
75
$2.02M 0.13%
5,822
-450
1 2
3
4 5