CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.02%
+3,355
227
$252K 0.02%
+5,243
228
$249K 0.02%
+5,710
229
$241K 0.02%
+4,776
230
$237K 0.02%
+6,892
231
$234K 0.02%
+12,460
232
$234K 0.02%
+1,882
233
$231K 0.02%
+4,898
234
$230K 0.02%
+2,655
235
$226K 0.02%
+15,421
236
$226K 0.02%
+5,397
237
$225K 0.02%
+9,111
238
$225K 0.02%
+3,960
239
$222K 0.02%
+4,500
240
$222K 0.02%
+11,906
241
$222K 0.02%
+6,788
242
$219K 0.02%
+624,920
243
$219K 0.02%
+4,260
244
$219K 0.02%
+1,979
245
$218K 0.02%
+4,220
246
$215K 0.02%
+7,329
247
$210K 0.02%
+2,442
248
$209K 0.02%
+4,325
249
$203K 0.02%
+3,500
250
$118K 0.01%
+12,770
7 8 9
10
11