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
$1.62B
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
State Street SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves 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
126
$961K 0.06%
9,565
+415
127
$945K 0.06%
22,393
-737
128
$938K 0.06%
4,430
+203
129
$937K 0.06%
14,553
+3,218
130
$922K 0.06%
11,701
-1
131
$917K 0.06%
6,690
-35
132
$895K 0.06%
2,539
+216
133
$888K 0.05%
3,306
134
$859K 0.05%
4,014
+27
135
$857K 0.05%
19,216
136
$855K 0.05%
26,305
-4,047
137
$855K 0.05%
2,299
+379
138
$845K 0.05%
+50,317
139
$833K 0.05%
13,600
+197
140
$809K 0.05%
+3,410
141
$805K 0.05%
2,860
+921
142
$794K 0.05%
9,060
143
$794K 0.05%
34,739
-1,073
144
$789K 0.05%
5,555
145
$765K 0.05%
3,199
+604
146
$754K 0.05%
6,378
+1,348
147
$725K 0.04%
5,985
148
$679K 0.04%
10,368
-647
149
$678K 0.04%
9,176
+336
150
$673K 0.04%
2,900
-675
4 5
6
7 8