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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$364K 0.02%
3,448
202
$356K 0.02%
2,535
+350
203
$355K 0.02%
4,152
+1,655
204
$354K 0.02%
4,616
205
$348K 0.02%
2,643
-172
206
$347K 0.02%
940
+174
207
$344K 0.02%
6,728
-521
208
$341K 0.02%
5,669
-39
209
$334K 0.02%
640
-4
210
$330K 0.02%
2,228
+358
211
$324K 0.02%
4,862
212
$323K 0.02%
1,156
+138
213
$319K 0.02%
3,777
-108
214
$316K 0.02%
1,375
+125
215
$316K 0.02%
20,900
216
$316K 0.02%
21,300
217
$316K 0.02%
+3,455
218
$313K 0.02%
2,357
+88
219
$311K 0.02%
20,600
220
$308K 0.02%
+19,226
221
$305K 0.02%
26,200
222
$305K 0.02%
20,500
223
$303K 0.02%
+4,990
224
$302K 0.02%
3,172
-283
225
$294K 0.02%
1,845
7 8
9
10 11