CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
-7.83%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.46B
AUM Growth
-$268M
(-15%)
Cap. Flow
-$127M
Cap. Flow
% of AUM
-8.7%
Top 10 Holdings %
Top 10 Hldgs %
69.83%
Holding
270
New
18
Increased
93
Reduced
97
Closed
20
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$58.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.8M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.55M |
| 4 |
iShares MSCI Taiwan ETF
EWT
|
$1.34M |
| 5 |
iShares MSCI Singapore ETF
EWS
|
$1.27M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.53% |
| 2 | Technology | 3.73% |
| 3 | Financials | 3.45% |
| 4 | Industrials | 2.98% |
| 5 | Consumer Staples | 2.46% |
