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
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
JPMorgan Chase
JPM
+$5.06M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.08%
16,937
-7,150
102
$1.28M 0.08%
28,792
-100
103
$1.27M 0.08%
7,034
-3,774
104
$1.25M 0.08%
16,054
+4,332
105
$1.25M 0.08%
31,450
+8,047
106
$1.24M 0.08%
+55,645
107
$1.23M 0.07%
10,562
+473
108
$1.16M 0.07%
12,256
109
$1.16M 0.07%
10,641
-52,659
110
$1.13M 0.07%
70,340
-32,900
111
$1.13M 0.07%
17,342
-4,124
112
$1.12M 0.07%
13,735
-750
113
$1.11M 0.07%
34,440
-2,420
114
$1.11M 0.07%
21,530
115
$1.08M 0.07%
29,910
+123
116
$1.05M 0.06%
8,720
117
$1.05M 0.06%
20,284
-193
118
$1.05M 0.06%
12,577
-275
119
$1.05M 0.06%
13,732
120
$1.03M 0.06%
29,969
121
$998K 0.06%
13,555
-4,490
122
$976K 0.06%
9,860
+470
123
$965K 0.06%
10,838
-185
124
$963K 0.06%
7,575
125
$959K 0.06%
10,052
3 4
5
6 7