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%
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104
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-170
105
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3,002
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106
$920K 0.06%
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107
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108
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109
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11,155
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110
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111
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113
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13,191
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114
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15,025
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115
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116
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117
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119
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120
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5,475
122
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5,648
123
$772K 0.05%
4,688
-1,559
124
$757K 0.05%
6,486
125
$752K 0.05%
5,985