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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.02%
7,004
+6,660
227
$230K 0.02%
9,417
-3,325
228
$229K 0.02%
2,783
229
$228K 0.02%
9,210
230
$225K 0.02%
23,175
-1,610
231
$224K 0.02%
+2,267
232
$223K 0.02%
8,560
-359
233
$215K 0.01%
2,222
+2,093
234
$215K 0.01%
1,853
+19
235
$209K 0.01%
+1,200
236
$205K 0.01%
1,078
-125
237
$204K 0.01%
+2,979
238
$202K 0.01%
9,368
-930
239
$194K 0.01%
20,064
-174
240
$147K 0.01%
6,065
241
$119K 0.01%
20,448
-17,425
242
$19.9K ﹤0.01%
441
243
$17.8K ﹤0.01%
208
244
$13.5K ﹤0.01%
433
245
$9.88K ﹤0.01%
362
246
$8.57K ﹤0.01%
135
247
$7.46K ﹤0.01%
376
248
$5.05K ﹤0.01%
102
249
$3.06K ﹤0.01%
54
250
– –
-1,979
7 8 9
10
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