CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
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
State Street SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves 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
176
$505K 0.03%
16,650
-565
177
$504K 0.03%
14,801
+4,771
178
$502K 0.03%
1,892
179
$483K 0.03%
17,000
180
$472K 0.03%
2,421
-290
181
$466K 0.03%
4,746
-1,223
182
$465K 0.03%
978
+122
183
$451K 0.03%
5,393
184
$448K 0.03%
6,557
185
$440K 0.03%
8,569
186
$439K 0.03%
4,536
187
$436K 0.03%
1,459
+401
188
$436K 0.03%
7,452
-85
189
$434K 0.03%
8,036
-814
190
$421K 0.03%
3,239
+50
191
$420K 0.03%
3,352
+807
192
$418K 0.03%
16,612
193
$410K 0.03%
3,176
-34
194
$403K 0.02%
4,544
-183
195
$393K 0.02%
12,213
+36
196
$387K 0.02%
+1,632
197
$387K 0.02%
1,184
198
$385K 0.02%
32,500
199
$366K 0.02%
+3,027
200
$366K 0.02%
2,700
6 7
8
9 10