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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.01%
4,250
-62
227
$230K 0.01%
6,211
228
$229K 0.01%
5,563
-85
229
$225K 0.01%
2,440
230
$224K 0.01%
+2,565
231
$224K 0.01%
2,102
-106
232
$224K 0.01%
1,834
233
$223K 0.01%
5,930
-63
234
$219K 0.01%
1,979
235
$209K 0.01%
1,710
236
$171K 0.01%
6,065
237
$132K 0.01%
59
-33
238
$21.4K ﹤0.01%
208
239
$19.4K ﹤0.01%
441
240
$16.2K ﹤0.01%
433
241
$13.6K ﹤0.01%
+129
242
$12.6K ﹤0.01%
363
243
$10.6K ﹤0.01%
362
-7,434
244
$10.1K ﹤0.01%
344
-6,470
245
$9K ﹤0.01%
135
246
$7.83K ﹤0.01%
376
247
$6.58K ﹤0.01%
102
248
$6.11K ﹤0.01%
208
-5,824
249
$4.83K ﹤0.01%
54
250
$689 ﹤0.01%
17
7 8 9
10
11