CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+3.88%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.53B
AUM Growth
+$1.53B
(+5.9%)
Cap. Flow
+$33.7M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
66.83%
Holding
244
New
15
Increased
85
Reduced
89
Closed
7
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.12M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$8.81M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.6M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.64M |
| 5 |
Invesco BuyBack Achievers ETF
PKW
|
$3.07M |
Sector Composition
| 1 | Technology | 5.72% |
| 2 | Healthcare | 4.74% |
| 3 | Industrials | 3.57% |
| 4 | Financials | 3.38% |
| 5 | Consumer Staples | 2.56% |
