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
$1.54B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$39.1M
3
+$5.15M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$3.72M

Top Sells

1
+$19.7M
2
+$5.51M
3
+$4.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.48M
5
INTC icon
Intel
INTC
+$970K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.03%
3 Industrials 3.52%
4 Financials 3.42%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$305K 0.02%
21,300
202
$303K 0.02%
20,900
203
$303K 0.02%
5,504
-344
204
$303K 0.02%
23,558
205
$298K 0.02%
+1,395
206
$298K 0.02%
20,500
207
$293K 0.02%
20,600
208
$290K 0.02%
26,200
209
$288K 0.02%
1,018
-134
210
$288K 0.02%
3,448
211
$286K 0.02%
10,265
212
$285K 0.02%
7,383
-333
213
$285K 0.02%
+1,216
214
$280K 0.02%
1,900
+130
215
$275K 0.02%
1,310
216
$271K 0.02%
3,390
-1,040
217
$269K 0.02%
2,209
218
$268K 0.02%
+3,102
219
$267K 0.02%
2,615
220
$261K 0.02%
10,845
-390
221
$256K 0.02%
7,815
-1,961
222
$255K 0.02%
2,691
223
$243K 0.02%
1,429
224
$243K 0.02%
4,862
225
$238K 0.02%
1,184
-197
7 8
9
10 11