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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.01%
2,128
-53
227
$217K 0.01%
6,570
-211
228
$209K 0.01%
+4,870
229
$208K 0.01%
3,270
+207
230
$208K 0.01%
+3,511
231
$203K 0.01%
2,868
232
$201K 0.01%
1,245
-333
233
$201K 0.01%
2,112
-1,090
234
$179K 0.01%
20,990
-247
235
$177K 0.01%
6,065
236
$146K 0.01%
+13,526
237
$142K 0.01%
+16,730
238
– –
-5,943
239
– –
-4,714
240
– –
-11,243
241
– –
-40,005
242
– –
-3,027
243
– –
-12,815
6 7 8 9
10