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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.2%
31,428
-13,367
52
$3.84M 0.19%
85,041
+69,665
53
$3.77M 0.18%
37,269
-30,185
54
$3.57M 0.17%
21,904
+7,885
55
$3.56M 0.17%
61,948
56
$3.56M 0.17%
108,893
-4,019
57
$3.55M 0.17%
8,606
+355
58
$3.48M 0.17%
34,802
+2,195
59
$3.47M 0.17%
12,165
60
$3.4M 0.16%
14,064
-39
61
$3.19M 0.15%
16,686
+2,205
62
$3.1M 0.15%
15,396
-122
63
$2.99M 0.14%
49,031
-398
64
$2.97M 0.14%
41,564
+551
65
$2.95M 0.14%
161,000
66
$2.84M 0.14%
12,594
67
$2.79M 0.13%
8,698
+163
68
$2.78M 0.13%
37,470
+4,386
69
$2.71M 0.13%
26,912
-46,705
70
$2.64M 0.13%
11,719
-230
71
$2.55M 0.12%
26,090
72
$2.55M 0.12%
20,026
+476
73
$2.53M 0.12%
105,790
74
$2.51M 0.12%
7,277
-20
75
$2.5M 0.12%
12,675
1 2
3
4 5