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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.01%
13,410
227
$241K 0.01%
+2,205
228
$238K 0.01%
6,356
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229
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231
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232
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233
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234
$221K 0.01%
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235
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236
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237
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238
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239
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240
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241
$209K 0.01%
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242
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243
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245
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246
$202K 0.01%
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247
$201K 0.01%
+2,710
248
$184K 0.01%
20,990
249
– –
-6,860
250
– –
-50,729
7 8 9
10
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