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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$945K 0.06%
7,152
-16
102
$938K 0.06%
6,574
+4,750
103
$936K 0.06%
9,081
-35
104
$929K 0.06%
3,545
-170
105
$923K 0.06%
3,002
+190
106
$920K 0.06%
4,857
107
$904K 0.06%
19,216
-48
108
$893K 0.06%
5,405
+70
109
$881K 0.06%
11,155
-2,121
110
$867K 0.06%
36,856
-3,683
111
$851K 0.06%
7,742
-260
112
$848K 0.05%
9,293
113
$840K 0.05%
13,191
+1,928
114
$829K 0.05%
15,025
-11,023
115
$825K 0.05%
2,323
116
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9,150
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117
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4,135
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118
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-45
119
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3,592
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120
$788K 0.05%
36,590
-4,560
121
$783K 0.05%
5,475
122
$782K 0.05%
5,648
123
$772K 0.05%
4,688
-1,559
124
$757K 0.05%
6,486
125
$752K 0.05%
5,985
3 4
5
6 7