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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.55M 0.07%
20,047
+821
102
$1.49M 0.07%
16,079
-48
103
$1.47M 0.07%
8,250
-156
104
$1.43M 0.07%
28,871
105
$1.41M 0.07%
54,431
106
$1.41M 0.07%
10,455
107
$1.37M 0.07%
9,158
+20
108
$1.36M 0.07%
56,475
-45,070
109
$1.35M 0.07%
36,197
+266
110
$1.34M 0.06%
5,853
111
$1.31M 0.06%
14,213
+4
112
$1.29M 0.06%
10,960
113
$1.28M 0.06%
44,863
-168
114
$1.27M 0.06%
5,986
115
$1.25M 0.06%
15,519
-12
116
$1.2M 0.06%
8,970
117
$1.2M 0.06%
4,822
118
$1.15M 0.06%
11,643
119
$1.1M 0.05%
8,331
120
$1.09M 0.05%
2,366
121
$1.09M 0.05%
11,873
122
$1.02M 0.05%
4,534
-60
123
$1.02M 0.05%
6,690
124
$1.01M 0.05%
4,422
125
$1.01M 0.05%
4,949
-109
3 4
5
6 7