Choate Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$45.5M |
| 2 |
Invesco S&P International Developed Low Volatility ETF
IDLV
|
+$24.3M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$19.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$14M |
| 5 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
+$10.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.45M |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$4.79M |
| 3 |
Workday
WDAY
|
+$4.41M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$4.19M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.54% |
| 2 | Healthcare | 4.56% |
| 3 | Industrials | 4.17% |
| 4 | Financials | 4.15% |
| 5 | Consumer Staples | 3.42% |
Similar funds
Choate Investment Advisors's Q4 2013 Portfolio in Review
As of Q4 2013, Choate Investment Advisors held 272 positions worth $1.53B, up 13% from $1.35B the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Choate Investment Advisors deployed $78M of net new capital in Q4 2013, opening 22 new positions and adding to 64 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 913,683 shares worth $45.3M.
By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 6.4% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $8.45M trimmed.
- Choate Investment Advisors's largest Q4 2013 buy was Vanguard Total International Bond ETF: 913,683 shares worth $45.3M.
- Choate Investment Advisors added most to Invesco S&P International Developed Low Volatility ETF in Q4 2013, an estimated $24.3M increase.
- Choate Investment Advisors's biggest Q4 2013 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $8.45M.
- Choate Investment Advisors fully exited DELL INC in Q4 2013, selling an estimated $830K.
- Choate Investment Advisors's ten largest holdings make up 60% of its $1.53B portfolio in Q4 2013.
- Choate Investment Advisors opened 22 new positions and closed 9 in Q4 2013.
- Choate Investment Advisors's portfolio value rose 13% quarter-over-quarter to $1.53B.
Based on Choate Investment Advisors's 13F filing for Q4 2013, filed 4 Feb 2014.