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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$523K 0.03%
6,299
+1,195
152
$519K 0.03%
8,219
-2,045
153
$519K 0.03%
1,666
154
$507K 0.03%
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155
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4,549
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156
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157
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158
$493K 0.03%
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159
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2,021
160
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161
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19,137
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162
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163
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164
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165
$460K 0.03%
43,746
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166
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167
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169
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171
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172
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1,463
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173
$423K 0.03%
17,000
174
$418K 0.03%
1,892
175
$413K 0.03%
5,169
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7
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