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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.11%
3,813
77
$1.68M 0.11%
25,312
-444
78
$1.64M 0.11%
7,236
+1,040
79
$1.63M 0.11%
10,877
-368
80
$1.57M 0.1%
4,639
81
$1.55M 0.1%
10,474
82
$1.53M 0.1%
26,580
-620
83
$1.53M 0.1%
35,299
+6,310
84
$1.42M 0.09%
20,520
-444
85
$1.35M 0.09%
10,712
+2,261
86
$1.33M 0.09%
39,221
-930
87
$1.31M 0.09%
28,386
-486
88
$1.3M 0.08%
7,849
-637
89
$1.29M 0.08%
6,448
+425
90
$1.24M 0.08%
10,536
+1,922
91
$1.23M 0.08%
34,094
+8,378
92
$1.16M 0.08%
3,426
-490
93
$1.14M 0.07%
15,788
-2,112
94
$1.1M 0.07%
15,655
-93
95
$1.1M 0.07%
30,549
-1,233
96
$1.04M 0.07%
7,187
-89
97
$1.02M 0.07%
17,088
+320
98
$984K 0.06%
15,012
-450
99
$972K 0.06%
12,603
-740
100
$955K 0.06%
16,364
2 3
4
5 6