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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.01%
1,949
-19
227
$231K 0.01%
3,180
228
$228K 0.01%
6,264
+18
229
$228K 0.01%
3,862
+79
230
$227K 0.01%
2,482
-87
231
$225K 0.01%
4,884
-176
232
$223K 0.01%
1,854
+17
233
$219K 0.01%
5,163
234
$216K 0.01%
+2,810
235
$215K 0.01%
3,937
236
$214K 0.01%
5,568
-241
237
$210K 0.01%
2,297
238
$210K 0.01%
+6,211
239
$209K 0.01%
6,308
-1,070
240
$207K 0.01%
3,888
+3
241
$207K 0.01%
+2,559
242
$205K 0.01%
2,427
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243
$204K 0.01%
635
244
$202K 0.01%
4,000
245
$201K 0.01%
3,267
-9
246
– –
-3,726
247
– –
-2,710
248
– –
-6,326
249
– –
-9,525
250
– –
-4,674
7 8 9
10
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