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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.12%
37,949
77
$2.4M 0.12%
21,235
+4,275
78
$2.37M 0.11%
27,009
+454
79
$2.34M 0.11%
21,099
80
$2.33M 0.11%
25,085
+7,459
81
$2.29M 0.11%
5,938
+2,830
82
$2.27M 0.11%
13,679
-110
83
$2.26M 0.11%
32,638
+570
84
$2.09M 0.1%
32,651
-3,050,685
85
$2.05M 0.1%
84,054
86
$2.04M 0.1%
9,843
87
$2M 0.1%
22,948
88
$1.99M 0.1%
25,831
+5,901
89
$1.97M 0.1%
37,641
+27,335
90
$1.95M 0.09%
6,824
91
$1.9M 0.09%
3,814
92
$1.89M 0.09%
7,761
93
$1.85M 0.09%
37,660
+25,965
94
$1.84M 0.09%
30,519
95
$1.82M 0.09%
4,850
-248
96
$1.71M 0.08%
14,518
97
$1.7M 0.08%
1,110
98
$1.7M 0.08%
3,591
-12
99
$1.64M 0.08%
8,182
-123
100
$1.58M 0.08%
7,820
+1,200
2 3
4
5 6