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
$1.57B
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$788K
3
+$769K
4
VZ icon
Verizon
VZ
+$643K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$571K

Top Sells

1
+$45.5M
2
+$32.1M
3
+$23.9M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$12.4M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.87%
3 Financials 4.65%
4 Industrials 3.8%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$361K 0.02%
7,182
-2,835
202
$360K 0.02%
6,500
203
$358K 0.02%
15,496
+555
204
$352K 0.02%
+4,265
205
$350K 0.02%
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206
$349K 0.02%
11,736
-558
207
$344K 0.02%
2,323
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208
$338K 0.02%
+10,106
209
$332K 0.02%
4,158
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210
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11,879
-161
211
$324K 0.02%
938
212
$324K 0.02%
21,300
213
$322K 0.02%
20,500
214
$317K 0.02%
2,607
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215
$316K 0.02%
2,862
-54
216
$315K 0.02%
19,226
217
$315K 0.02%
3,319
218
$314K 0.02%
20,600
219
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26,200
220
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221
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8,402
-2,841
222
$299K 0.02%
580
223
$298K 0.02%
3,060
-275
224
$296K 0.02%
3,097
+365
225
$289K 0.02%
1,176
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9
10 11