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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.12%
46,334
-3,132
77
$1.78M 0.11%
34,590
-531
78
$1.78M 0.11%
41,390
+4,440
79
$1.64M 0.1%
19,030
-165
80
$1.63M 0.1%
84,016
+33,699
81
$1.62M 0.1%
25,145
+1,135
82
$1.62M 0.1%
8,355
+60
83
$1.58M 0.1%
9,955
84
$1.57M 0.1%
27,590
-2,101
85
$1.56M 0.09%
10,073
-12
86
$1.54M 0.09%
3,138
-125
87
$1.53M 0.09%
10,716
+1,615
88
$1.52M 0.09%
28,893
-737
89
$1.51M 0.09%
6,322
-739
90
$1.48M 0.09%
15,378
+32
91
$1.48M 0.09%
20,166
+2,918
92
$1.47M 0.09%
3,183
-59
93
$1.46M 0.09%
4,195
+494
94
$1.43M 0.09%
31,590
95
$1.42M 0.09%
4,858
+184
96
$1.41M 0.09%
7,415
-80
97
$1.41M 0.09%
6,213
+297
98
$1.4M 0.08%
13,340
-1,622
99
$1.4M 0.08%
7,262
+524
100
$1.38M 0.08%
20,639
-4,280
2 3
4
5 6