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
$1.38B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$14.6M
3
+$801K
4
OTIS icon
Otis Worldwide
OTIS
+$593K
5
CARR icon
Carrier Global
CARR
+$556K

Top Sells

1
+$40.4M
2
+$26.5M
3
+$17.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.4M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$8.96M

Sector Composition

1 Technology 7.36%
2 Healthcare 4.4%
3 Industrials 4.01%
4 Financials 3.57%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.11%
10,474
77
$1.47M 0.11%
25,756
-430
78
$1.41M 0.1%
27,200
-692
79
$1.38M 0.1%
3,813
-485
80
$1.37M 0.1%
4,639
+360
81
$1.36M 0.1%
40,151
-470
82
$1.35M 0.1%
26,048
-146,747
83
$1.35M 0.1%
31,782
-2,555
84
$1.33M 0.1%
6,196
-1,050
85
$1.27M 0.09%
3,916
-13,850
86
$1.26M 0.09%
20,964
87
$1.16M 0.08%
6,023
+316
88
$1.15M 0.08%
28,989
-1,790
89
$1.15M 0.08%
8,486
-734
90
$1.13M 0.08%
28,872
-3,449
91
$1.06M 0.08%
16,364
-414
92
$1.04M 0.08%
21,937
-49,411
93
$1.04M 0.08%
13,276
94
$1.04M 0.08%
8,451
95
$1.04M 0.08%
40,539
-7,137
96
$1.02M 0.07%
8,614
97
$982K 0.07%
19,264
-3,088
98
$978K 0.07%
5,335
+139
99
$978K 0.07%
13,343
-885
100
$968K 0.07%
11,650
2 3
4
5 6