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
$1.65B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.63M
3
+$4.72M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$2.29M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.26M

Top Sells

1
+$36.6M
2
+$17.2M
3
+$10.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Technology 5.69%
2 Healthcare 4.07%
3 Industrials 4.04%
4 Financials 3.87%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.02%
2,924
-92
202
$275K 0.02%
4,617
203
$270K 0.02%
4,158
-571
204
$267K 0.02%
2,485
205
$261K 0.02%
2,034
206
$258K 0.02%
1,121
207
$257K 0.02%
2,746
208
$254K 0.02%
4,498
-305
209
$251K 0.02%
1,058
210
$250K 0.02%
5,163
211
$233K 0.01%
1,945
212
$226K 0.01%
2,410
213
$223K 0.01%
2,352
-17
214
$219K 0.01%
825
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215
$218K 0.01%
3,689
-105
216
$213K 0.01%
19,608
217
$212K 0.01%
+2,480
218
$211K 0.01%
2,550
-212
219
$211K 0.01%
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220
$210K 0.01%
5,116
-2,535
221
$208K 0.01%
14,000
222
$204K 0.01%
632
-848
223
$201K 0.01%
+3,600
224
$201K 0.01%
+1,310
225
$141K 0.01%
+12,329
6 7 8
9
10