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
126
$1.04M 0.07%
8,467
127
$1.01M 0.06%
2,592
-32
128
$997K 0.06%
4,734
-135
129
$983K 0.06%
9,235
-330
130
$943K 0.06%
19,752
+728
131
$937K 0.06%
20,362
+10,000
132
$928K 0.06%
13,839
-685
133
$918K 0.06%
9,060
134
$904K 0.06%
8,273
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135
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12,915
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136
$887K 0.06%
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137
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1,515
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138
$869K 0.06%
3,410
139
$861K 0.05%
10,996
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140
$856K 0.05%
7,350
141
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2,355
142
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3,249
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143
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7,185
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144
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145
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5,121
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146
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6,785
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147
$756K 0.05%
37,049
+1,754
148
$738K 0.05%
1,953
+200
149
$724K 0.05%
3,024
-172
150
$715K 0.05%
5,388
+109
4 5
6
7 8