CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
+5.83%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$2.07B
AUM Growth
+$414M
(+25%)
Cap. Flow
+$237M
Cap. Flow
% of AUM
11.46%
Top 10 Holdings %
Top 10 Hldgs %
73.42%
Holding
335
New
8
Increased
59
Reduced
84
Closed
16
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$238M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$105M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$96.1M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$38.7M |
| 5 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$23.6M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$195M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$43.1M |
| 3 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$27.7M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$4.7M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$3.05M |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Healthcare | 4.38% |
| 3 | Industrials | 3.78% |
| 4 | Financials | 3.64% |
| 5 | Consumer Discretionary | 2.46% |
