CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$12.6M
3
+$1.6M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.43M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.42M

Top Sells

1
+$73.8M
2
+$62.9M
3
+$36.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.8M
5
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.91M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
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