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
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
JPMorgan Chase
JPM
+$5.06M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.13%
40,522
-785
77
$2.06M 0.12%
48,382
+906
78
$2.05M 0.12%
18,673
-5,220
79
$2.05M 0.12%
17,746
-2,016
80
$2.01M 0.12%
82,586
-8,746
81
$1.99M 0.12%
26,969
-860
82
$1.94M 0.12%
25,485
+46
83
$1.93M 0.12%
82,184
-2,092
84
$1.92M 0.12%
17,180
-342
85
$1.78M 0.11%
+101,455
86
$1.75M 0.11%
65,647
-1,541
87
$1.73M 0.1%
44,512
88
$1.64M 0.1%
25,360
-924
89
$1.61M 0.1%
33,628
+22,618
90
$1.59M 0.1%
+30,335
91
$1.57M 0.1%
17,235
-8,602
92
$1.56M 0.09%
40,760
+3,555
93
$1.56M 0.09%
19,735
-3,512
94
$1.55M 0.09%
26,978
-280
95
$1.45M 0.09%
25,865
-800
96
$1.37M 0.08%
14,641
+20
97
$1.37M 0.08%
35,773
-4,915
98
$1.36M 0.08%
13,226
-641
99
$1.36M 0.08%
16,050
100
$1.31M 0.08%
15,475
-355
2 3
4
5 6