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
1
$432M 27.57%
1,002,789
-105,667
2
$272M 17.34%
1,814,137
-3,276
3
$102M 6.52%
2,884,077
-349,806
4
$102M 6.51%
1,510,723
-353,152
5
$52.9M 3.38%
+528,852
6
$45.7M 2.92%
323,051
-22,797
7
$38.1M 2.43%
135,008
-8,036
8
$29.7M 1.89%
290,383
9
$29.3M 1.87%
68,237
-1,804
10
$15.1M 0.97%
92,418
-1,468
11
$14.2M 0.9%
51,950
+158
12
$12.8M 0.81%
95,480
-820
13
$12.6M 0.8%
77,845
-1,290
14
$11.8M 0.75%
88,580
-340
15
$11.7M 0.75%
35,662
+15
16
$11.2M 0.71%
80,140
-1,221
17
$11.1M 0.71%
93,810
-575
18
$10M 0.64%
61,060
-11,780
19
$9.22M 0.59%
94,192
+5,065
20
$8.83M 0.56%
197,679
-3,155
21
$8.25M 0.53%
393,436
+36,712
22
$7.41M 0.47%
18
23
$6.26M 0.4%
31,320
-975
24
$6.06M 0.39%
56,209
+274
25
$5.46M 0.35%
126,976
-2,571
1
2 3 4 5