CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
+6.64%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.35B
AUM Growth
+$105M
(+8.4%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
59.89%
Holding
258
New
6
Increased
73
Reduced
126
Closed
8
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$10.5M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$9.09M |
| 3 |
iShares MSCI Canada ETF
EWC
|
$5.66M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.42M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$4.37M |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Healthcare | 4.89% |
| 3 | Financials | 4.29% |
| 4 | Industrials | 4.05% |
| 5 | Consumer Staples | 3.71% |
