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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.12%
49,466
-206
77
$1.85M 0.11%
24,919
-174
78
$1.85M 0.11%
11,009
-5,620
79
$1.8M 0.11%
7,061
+1,486
80
$1.76M 0.11%
3,854
+25
81
$1.73M 0.11%
35,121
+653
82
$1.63M 0.1%
19,195
83
$1.63M 0.1%
29,630
+1,414
84
$1.61M 0.1%
29,691
+703
85
$1.58M 0.1%
8,295
+204
86
$1.57M 0.1%
14,962
+163
87
$1.55M 0.1%
3,263
+154
88
$1.51M 0.09%
9,955
+3,368
89
$1.49M 0.09%
+24,010
90
$1.48M 0.09%
+36,950
91
$1.38M 0.09%
15,346
+800
92
$1.38M 0.09%
9,948
-11
93
$1.35M 0.08%
3,621
+29
94
$1.35M 0.08%
37,607
-802
95
$1.32M 0.08%
18,867
+1,779
96
$1.32M 0.08%
5,916
+201
97
$1.31M 0.08%
38,690
-51,501
98
$1.31M 0.08%
7,495
-247
99
$1.3M 0.08%
17,248
+1,084
100
$1.28M 0.08%
10,085
-150
2 3
4
5 6