CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
-0.73%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.25B
AUM Growth
–
Cap. Flow
+$1.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.27%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$208M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$146M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$83.9M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$60.8M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$59.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Healthcare | 5.17% |
| 3 | Financials | 4.58% |
| 4 | Industrials | 4.05% |
| 5 | Consumer Staples | 4.02% |