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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$12.7M
2 +$7.97M
3 +$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$308K 0.02%
1,457
-78
227
$306K 0.02%
6,211
228
$303K 0.02%
4,243
+268
229
$297K 0.02%
9,590
-883
230
$296K 0.02%
5,562
-239,668
231
$295K 0.02%
2,642
-610
232
$292K 0.02%
7,084
-5
233
$291K 0.02%
6,123
+3
234
$291K 0.02%
12,178
+428
235
$288K 0.02%
1,556
236
$279K 0.02%
+6,680
237
$269K 0.02%
4,734
+61
238
$268K 0.02%
18,553
-3,160
239
$267K 0.02%
5,125
+225
240
$266K 0.02%
12,793
+628
241
$266K 0.02%
8,605
-305
242
$265K 0.02%
+10,600
243
$263K 0.02%
3,709
-161
244
$262K 0.02%
1,962
+80
245
$258K 0.02%
2,965
246
$256K 0.02%
9,111
247
$250K 0.02%
2,014
+25
248
$248K 0.02%
+2,716
249
$239K 0.01%
+6,279
250
$238K 0.01%
+5,935