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
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.02%
3,070
202
$282K 0.02%
26,200
203
$282K 0.02%
23,558
204
$281K 0.02%
20,500
+6,500
205
$280K 0.02%
4,845
206
$279K 0.02%
17,836
207
$273K 0.02%
20,600
208
$269K 0.02%
5,983
209
$263K 0.02%
+3,021
210
$257K 0.02%
1,429
+20
211
$256K 0.02%
+27,685
212
$253K 0.02%
4,498
213
$250K 0.02%
10,564
214
$242K 0.02%
+10,265
215
$239K 0.02%
+11,121
216
$237K 0.02%
12,393
217
$234K 0.02%
+2,790
218
$231K 0.02%
+6,140
219
$228K 0.02%
2,449
220
$227K 0.02%
1,310
221
$226K 0.02%
+16,000
222
$225K 0.02%
4,616
-1
223
$224K 0.02%
1,058
224
$222K 0.02%
17,000
225
$221K 0.02%
+5,104
6 7 8
9
10