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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.01%
92
-35
227
$254K 0.01%
7,796
-1,217
228
$253K 0.01%
5,993
-1,319
229
$252K 0.01%
6,057
+277
230
$250K 0.01%
8,779
-1,398
231
$248K 0.01%
2,208
232
$241K 0.01%
4,730
233
$236K 0.01%
2,672
+223
234
$236K 0.01%
12,438
-220
235
$233K 0.01%
5,564
236
$226K 0.01%
2,440
237
$220K 0.01%
1,979
238
$219K 0.01%
1,710
239
$218K 0.01%
6,036
-2,680
240
$217K 0.01%
+1,834
241
$214K 0.01%
6,814
-1,520
242
$208K 0.01%
6,032
-440
243
$204K 0.01%
2,700
244
$204K 0.01%
5,648
245
$203K 0.01%
+4,501
246
$201K 0.01%
5,933
-857
247
$158K 0.01%
6,065
+247
248
$20.1K ﹤0.01%
208
249
$18.6K ﹤0.01%
+441
250
$17.2K ﹤0.01%
433
8 9
10
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