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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$8.54M
3
+$1.3M
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.19M
5
BYND icon
Beyond Meat
BYND
+$848K

Top Sells

1
+$97.8M
2
+$53.3M
3
+$32.5M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$18.4M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Technology 8.29%
2 Healthcare 4.83%
3 Financials 4.4%
4 Industrials 3.72%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$372K 0.02%
1,566
-66
202
$370K 0.02%
1,551
+176
203
$367K 0.02%
7,394
-642
204
$355K 0.02%
938
-2
205
$351K 0.02%
1,837
-584
206
$349K 0.02%
+2,072
207
$340K 0.02%
2,732
+89
208
$335K 0.02%
+1,755
209
$335K 0.02%
20,900
210
$334K 0.02%
21,300
211
$329K 0.02%
3,319
-1,225
212
$326K 0.02%
+2,916
213
$325K 0.02%
20,500
214
$323K 0.02%
20,600
215
$323K 0.02%
19,226
216
$321K 0.02%
3,049
-406
217
$320K 0.02%
26,200
218
$318K 0.02%
+12,040
219
$317K 0.02%
2,237
-298
220
$316K 0.02%
2,710
221
$315K 0.02%
3,110
-62
222
$310K 0.02%
+10,362
223
$308K 0.02%
4,862
224
$307K 0.02%
+580
225
$306K 0.02%
3,335
+464
7 8
9
10 11