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
126
$1.02M 0.06%
1,170
-164
127
$1.01M 0.06%
6,690
128
$985K 0.06%
20,286
-2,107
129
$980K 0.06%
3,628
+429
130
$974K 0.06%
8,467
-522
131
$962K 0.06%
8,247
-608
132
$955K 0.06%
13,604
+4
133
$947K 0.06%
19,024
-192
134
$933K 0.06%
1,593
+615
135
$909K 0.06%
4,412
+398
136
$900K 0.05%
9,060
137
$899K 0.05%
3,124
+264
138
$899K 0.05%
11,344
+2,168
139
$873K 0.05%
3,410
140
$855K 0.05%
2,355
+310
141
$849K 0.05%
3,196
-110
142
$848K 0.05%
+5,387
143
$821K 0.05%
7,115
-1,499
144
$780K 0.05%
6,495
+117
145
$777K 0.05%
5,711
-274
146
$767K 0.05%
35,295
+556
147
$746K 0.05%
9,179
-2,522
148
$740K 0.04%
5,279
+639
149
$739K 0.04%
1,572
-11
150
$736K 0.04%
4,716
-2,349
4 5
6
7 8