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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.02%
7,304
+412
227
$253K 0.02%
2,774
+119
228
$250K 0.02%
31,960
-5,840
229
$250K 0.02%
5,155
-242
230
$250K 0.02%
1,882
231
$249K 0.02%
13,701
-1,720
232
$247K 0.02%
3,960
233
$244K 0.02%
4,485
+160
234
$243K 0.02%
4,698
-78
235
$243K 0.02%
624,920
236
$240K 0.02%
11,900
-6
237
$238K 0.02%
4,220
238
$228K 0.02%
+729
239
$224K 0.02%
4,200
-60
240
$224K 0.02%
6,788
241
$223K 0.02%
4,244
-545
242
$222K 0.02%
7,299
-30
243
$218K 0.02%
1,979
244
$216K 0.02%
2,535
+93
245
$210K 0.02%
+8,602
246
$206K 0.02%
+2,000
247
$206K 0.02%
3,000
-500
248
$124K 0.01%
12,770
249
$28.2K ﹤0.01%
2,070
-429
250
– –
-7,107
7 8 9
10
11