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
176
$412K 0.03%
6,050
+1,237
177
$405K 0.03%
2,721
178
$404K 0.03%
1,052
-355
179
$403K 0.03%
9,244
180
$402K 0.03%
+2,645
181
$396K 0.03%
17,420
182
$390K 0.03%
2,301
-260
183
$385K 0.02%
11,893
184
$375K 0.02%
16,612
185
$369K 0.02%
752
+120
186
$368K 0.02%
11,864
-3,160
187
$367K 0.02%
9,879
188
$363K 0.02%
4,536
-950
189
$363K 0.02%
6,921
+1,817
190
$347K 0.02%
3,070
191
$346K 0.02%
3,612
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192
$342K 0.02%
13,875
+2,754
193
$341K 0.02%
4,544
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194
$327K 0.02%
7,420
-105
195
$323K 0.02%
425
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196
$315K 0.02%
12,177
197
$312K 0.02%
3,885
198
$309K 0.02%
3,576
199
$307K 0.02%
614
200
$305K 0.02%
10,400
-164
6 7
8
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