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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.08%
27,909
-984
102
$1.28M 0.08%
9,693
-255
103
$1.27M 0.08%
3,210
-215
104
$1.26M 0.08%
6,105
-20
105
$1.26M 0.08%
4,846
-12
106
$1.26M 0.08%
12,400
-940
107
$1.24M 0.08%
2,759
-59
108
$1.23M 0.08%
4,633
+1,005
109
$1.21M 0.08%
14,287
-645
110
$1.21M 0.08%
7,170
111
$1.2M 0.08%
24,495
-10,850
112
$1.18M 0.08%
3,514
113
$1.16M 0.07%
5,197
+65
114
$1.14M 0.07%
7,619
115
$1.13M 0.07%
2,874
-309
116
$1.11M 0.07%
14,228
-28
117
$1.11M 0.07%
5,226
-34
118
$1.09M 0.07%
10,060
119
$1.09M 0.07%
5,562
+5
120
$1.09M 0.07%
1,300
+130
121
$1.08M 0.07%
61,683
-22,333
122
$1.08M 0.07%
5,607
+850
123
$1.06M 0.07%
19,740
124
$1.04M 0.07%
20,166
-120
125
$1.04M 0.07%
6,690
3 4
5
6 7