CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$994K 0.08%
+8,614
102
$944K 0.08%
14,228
-25
103
$927K 0.07%
13,276
+9,491
104
$920K 0.07%
5,707
+3,465
105
$919K 0.07%
26,186
-325
106
$870K 0.07%
7,276
-40
107
$866K 0.07%
9,116
108
$860K 0.07%
15,908
109
$859K 0.07%
1,244
110
$842K 0.07%
11,264
-40
111
$836K 0.07%
6,247
112
$828K 0.07%
11,650
113
$810K 0.06%
16,768
-800
114
$793K 0.06%
9,220
-52
115
$775K 0.06%
5,196
+997
116
$775K 0.06%
+25,716
117
$767K 0.06%
10,426
118
$766K 0.06%
8,002
119
$759K 0.06%
15,928
-1,071
120
$747K 0.06%
5,648
121
$729K 0.06%
6,875
-1,274
122
$712K 0.06%
17,979
-2,400
123
$708K 0.06%
7,214
-62
124
$698K 0.06%
2,947
+54
125
$696K 0.06%
4,857
3 4
5
6 7