CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$12.7M
2 +$7.97M
3 +$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$236K 0.01%
7,730
-1,086
252
$233K 0.01%
4,152
-92
253
$229K 0.01%
16,212
-5,844
254
$228K 0.01%
5,967
255
$225K 0.01%
6,353
-6,590
256
$224K 0.01%
8,398
-134
257
$221K 0.01%
8,418
258
$215K 0.01%
1,979
259
$211K 0.01%
+3,995
260
$207K 0.01%
2,121
-85
261
$203K 0.01%
+3,211
262
$203K 0.01%
+2,700
263
$196K 0.01%
+5,771
264
$186K 0.01%
11,932
+1,657
265
$137K 0.01%
+6,000
266
$110K 0.01%
12,770
267
$98.6K 0.01%
+2,465
268
$92.7K 0.01%
+1,540
269
$82.2K 0.01%
+2,267
270
$70.9K ﹤0.01%
+2,150
271
$43.3K ﹤0.01%
+900
272
$39.9K ﹤0.01%
+1,750
273
$34.9K ﹤0.01%
+670
274
$31.4K ﹤0.01%
+292
275
$30.4K ﹤0.01%
+310