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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.08%
6,738
+69
102
$1.26M 0.08%
16,699
+185
103
$1.23M 0.08%
31,590
-1,629
104
$1.21M 0.07%
3,242
+514
105
$1.21M 0.07%
9,101
+1,100
106
$1.18M 0.07%
3,297
+1,631
107
$1.16M 0.07%
15,268
+2,077
108
$1.14M 0.07%
4,674
+47
109
$1.12M 0.07%
4,931
110
$1.12M 0.07%
14,024
-1,631
111
$1.11M 0.07%
8,819
-972
112
$1.1M 0.07%
3,021
+19
113
$1.1M 0.07%
7,065
-33
114
$1.09M 0.07%
9,181
+100
115
$1.09M 0.07%
3,701
+161
116
$1.08M 0.07%
4,966
+269
117
$1.08M 0.07%
7,184
+12
118
$1.04M 0.06%
5,752
+104
119
$1.01M 0.06%
7,619
+1,133
120
$1.01M 0.06%
8,855
121
$1.01M 0.06%
1,334
-34
122
$981K 0.06%
8,614
123
$977K 0.06%
19,740
+7,685
124
$972K 0.06%
8,989
-60
125
$969K 0.06%
15,335
+440
3 4
5
6 7