CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
+7.28%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.53B
AUM Growth
+$177M
(+13%)
Cap. Flow
+$78M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
60.43%
Holding
272
New
22
Increased
64
Reduced
135
Closed
9
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$8.71M |
| 2 |
Workday
WDAY
|
$4.64M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$4.63M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$4.25M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.46M |
Sector Composition
| 1 | Technology | 5.54% |
| 2 | Healthcare | 4.56% |
| 3 | Industrials | 4.17% |
| 4 | Financials | 4.15% |
| 5 | Consumer Staples | 3.42% |
