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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.13%
43,530
-1,293
77
$1.92M 0.12%
28,680
+3,535
78
$1.7M 0.11%
33,650
-940
79
$1.69M 0.11%
8,320
-35
80
$1.66M 0.11%
39,730
-1,660
81
$1.63M 0.1%
10,073
82
$1.63M 0.1%
19,025
-5
83
$1.61M 0.1%
6,243
+30
84
$1.6M 0.1%
20,403
+237
85
$1.56M 0.1%
9,955
86
$1.55M 0.1%
27,633
+43
87
$1.47M 0.09%
6,709
-2,905
88
$1.46M 0.09%
11,346
+630
89
$1.43M 0.09%
16,434
90
$1.43M 0.09%
2,973
-165
91
$1.42M 0.09%
30,622
-968
92
$1.42M 0.09%
15,058
-320
93
$1.41M 0.09%
4,156
-39
94
$1.41M 0.09%
6,412
+90
95
$1.4M 0.09%
7,262
96
$1.39M 0.09%
18,815
-1,824
97
$1.37M 0.09%
7,004
-411
98
$1.32M 0.08%
32,707
-685
99
$1.32M 0.08%
3,297
100
$1.32M 0.08%
37,732
-958
2 3
4
5 6