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
$1.65B
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$525K 0.03%
7,015
177
$522K 0.03%
16,850
-150
178
$521K 0.03%
+9,977
179
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180
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3,660
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182
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184
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11,243
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185
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6,557
186
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187
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3,188
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188
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189
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190
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3,557
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191
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192
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193
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194
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195
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12,294
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196
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197
$383K 0.02%
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198
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4,167
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199
$376K 0.02%
7,890
+2,260
200
$374K 0.02%
+6,500
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