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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.08%
6,125
-14,660
102
$1.36M 0.08%
38,690
103
$1.35M 0.08%
3,425
+404
104
$1.33M 0.08%
9,948
105
$1.31M 0.08%
3,297
106
$1.3M 0.08%
+35,345
107
$1.28M 0.08%
33,392
-4,215
108
$1.28M 0.08%
16,434
-2,433
109
$1.25M 0.08%
14,932
-1,767
110
$1.24M 0.08%
3,514
-107
111
$1.2M 0.07%
5,132
+702
112
$1.19M 0.07%
14,524
+500
113
$1.15M 0.07%
5,260
+294
114
$1.14M 0.07%
4,869
-62
115
$1.13M 0.07%
7,619
116
$1.12M 0.07%
14,256
-1,012
117
$1.11M 0.07%
2,818
+279
118
$1.1M 0.07%
7,170
-14
119
$1.09M 0.07%
9,647
-13,372
120
$1.07M 0.07%
10,060
+879
121
$1.05M 0.06%
19,740
122
$1.05M 0.06%
2,624
+325
123
$1.05M 0.06%
5,557
-195
124
$1.03M 0.06%
4,757
+1,857
125
$1.03M 0.06%
9,565
3 4
5
6 7