CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.12%
26,112
+995
77
$1.52M 0.12%
24,291
-3,862
78
$1.46M 0.12%
7,651
+6,068
79
$1.46M 0.12%
16,305
-10
80
$1.42M 0.11%
41,700
-4,532
81
$1.4M 0.11%
75,655
-25,605
82
$1.37M 0.11%
47,676
-1,046
83
$1.34M 0.11%
10,474
84
$1.29M 0.1%
13,842
85
$1.27M 0.1%
10,349
86
$1.26M 0.1%
20,964
-200
87
$1.22M 0.1%
40,621
-895
88
$1.22M 0.1%
8,118
89
$1.22M 0.1%
4,298
+485
90
$1.19M 0.09%
9,197
+5,014
91
$1.18M 0.09%
7,246
-100
92
$1.15M 0.09%
27,892
93
$1.11M 0.09%
32,321
+3,552
94
$1.06M 0.08%
160,800
+26,400
95
$1.06M 0.08%
22,352
96
$1.03M 0.08%
4,279
-65
97
$1.03M 0.08%
30,779
+24,173
98
$1M 0.08%
45,531
-287
99
$997K 0.08%
+8,451
100
$995K 0.08%
16,778
-290
2 3
4
5 6