CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$662K 0.05%
2,323
127
$651K 0.05%
4,714
128
$649K 0.05%
12,868
129
$638K 0.05%
3,822
+495
130
$637K 0.05%
5,985
-1,173
131
$635K 0.05%
9,263
-205
132
$633K 0.05%
4,062
-10
133
$628K 0.05%
3,542
134
$612K 0.05%
1,391
+355
135
$595K 0.05%
7,239
136
$590K 0.05%
17,129
-937
137
$589K 0.05%
5,940
138
$589K 0.05%
1,948
139
$579K 0.05%
6,895
140
$577K 0.05%
22,065
-470,156
141
$572K 0.05%
7,121
142
$566K 0.05%
11,653
-1
143
$560K 0.04%
1,796
-5
144
$557K 0.04%
2,234
+375
145
$539K 0.04%
10,117
-120
146
$533K 0.04%
9,789
-20
147
$506K 0.04%
5,090
-30
148
$506K 0.04%
10,450
-570
149
$486K 0.04%
3,326
-2
150
$472K 0.04%
6,476
-1,050
4 5
6
7 8