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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$14.4M
3
+$10.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.73M

Top Sells

1
+$23.6M
2
+$18.5M
3
+$11.3M
4
IBM icon
IBM
IBM
+$7.33M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.49M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$598 ﹤0.01%
26
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267
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