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

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel 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
151
$669K 0.04%
3,895
+52
152
$662K 0.04%
2,045
+94
153
$661K 0.04%
4,679
+3,550
154
$643K 0.04%
4,277
-15
155
$638K 0.04%
1,583
+22
156
$622K 0.04%
10,239
+12
157
$613K 0.04%
10,365
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158
$609K 0.04%
2,090
-65
159
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-48
160
$592K 0.04%
6,114
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161
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4,640
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162
$588K 0.04%
11,305
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163
$586K 0.04%
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164
$580K 0.04%
10,500
-1,190
165
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166
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167
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10,520
+3,100
168
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10,776
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169
$558K 0.03%
10,424
-128
170
$547K 0.03%
7,350
+2,400
171
$545K 0.03%
2,256
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172
$531K 0.03%
8,219
173
$518K 0.03%
43,746
174
$509K 0.03%
6,188
175
$505K 0.03%
7,015
5 6
7
8 9