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
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
JPMorgan Chase
JPM
+$5.06M

Sector Composition

1 Technology 4.47%
2 Healthcare 4.27%
3 Financials 3.58%
4 Industrials 3.26%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$346K 0.02%
9,105
202
$342K 0.02%
17,659
-850
203
$340K 0.02%
12,728
+2,128
204
$338K 0.02%
6,185
-1,700
205
$335K 0.02%
10,000
206
$331K 0.02%
718,120
-140,000
207
$329K 0.02%
2,627
208
$329K 0.02%
4,046
209
$326K 0.02%
3,495
210
$320K 0.02%
3,515
-30
211
$320K 0.02%
10,280
-2,900
212
$316K 0.02%
5,797
-3,351
213
$315K 0.02%
7,948
214
$315K 0.02%
+4,202
215
$312K 0.02%
2,809
-41
216
$302K 0.02%
2,680
217
$300K 0.02%
8,714
-1,635
218
$293K 0.02%
5,739
-11,396
219
$293K 0.02%
12,396
-1,200
220
$275K 0.02%
5,562
221
$270K 0.02%
4,431
-170
222
$264K 0.02%
+6,900
223
$264K 0.02%
4,725
-375
224
$262K 0.02%
1,792
-135
225
$260K 0.02%
6,211
7 8
9
10 11