CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
+0.15%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.57B
AUM Growth
-$82.9M
(-5%)
Cap. Flow
-$83.3M
Cap. Flow
% of AUM
-5.32%
Top 10 Holdings %
Top 10 Hldgs %
71.39%
Holding
350
New
8
Increased
52
Reduced
144
Closed
44
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$52.9M |
| 2 |
Exxon Mobil
XOM
|
$788K |
| 3 |
KRON
Kronos Bio
KRON
|
$769K |
| 4 |
Verizon
VZ
|
$643K |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$571K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$45.5M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$32.1M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$23.9M |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$12.4M |
| 5 |
Apple
AAPL
|
$3.23M |
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Healthcare | 4.87% |
| 3 | Financials | 4.65% |
| 4 | Industrials | 3.8% |
| 5 | Consumer Discretionary | 2.78% |
