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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$424K 0.02%
5,019
202
$421K 0.02%
8,410
203
$406K 0.02%
2,619
-346
204
$396K 0.02%
1,548
205
$390K 0.02%
5,285
+3,504
206
$385K 0.02%
4,836
207
$377K 0.02%
3,878
+630
208
$365K 0.02%
2,470
-780
209
$358K 0.02%
4,792
210
$357K 0.02%
20,000
+9,000
211
$356K 0.02%
9,517
212
$352K 0.02%
2,111
213
$347K 0.02%
3,335
214
$341K 0.02%
6,627
215
$340K 0.02%
7,600
216
$339K 0.02%
15,128
217
$332K 0.02%
5,494
218
$331K 0.02%
2,235
+1,020
219
$325K 0.02%
5,060
220
$325K 0.02%
7,273
+820
221
$324K 0.02%
394
222
$320K 0.02%
10,673
223
$316K 0.02%
8,950
224
$315K 0.02%
1,133
225
$313K 0.02%
3,138
-120
7 8
9
10 11