CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+0.59%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.61B
AUM Growth
+$1.61B
(+5.3%)
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
4.97%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
299
New
36
Increased
81
Reduced
135
Closed
10
Top Buys
Top Sells
| 1 |
Analog Devices
ADI
|
$12.7M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.97M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.97M |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.85M |
| 5 |
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% |
