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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.01%
3,885
227
$230K 0.01%
3,135
-89
228
$225K 0.01%
1,600
229
$221K 0.01%
5,809
-59
230
$220K 0.01%
4,372
-800
231
$217K 0.01%
+11,943
232
$215K 0.01%
2,546
233
$212K 0.01%
2,569
234
$212K 0.01%
4,000
235
$212K 0.01%
5,163
236
$210K 0.01%
3,953
-1,017
237
$209K 0.01%
3,783
-530
238
$207K 0.01%
+2,297
239
$205K 0.01%
3,276
240
$204K 0.01%
3,937
-167
241
$203K 0.01%
+1,837
242
$201K 0.01%
2,710
243
$201K 0.01%
+635
244
$162K 0.01%
16,080
-4,910
245
– –
-8,169
246
– –
-1,215
247
– –
-9,930
248
– –
-2,692
249
– –
-3,258
250
– –
-13,410
7 8 9
10
11