We are live on ! Find out more
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
$1.7B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$23.3M
3
+$19.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.2M

Top Sells

1
+$26.1M
2
+$14.2M
3
+$13.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M

Sector Composition

1 Healthcare 4.42%
2 Technology 4.34%
3 Financials 3.63%
4 Industrials 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,000
277
– –
-17,420
278
– –
-14,750
279
– –
-7,235
280
– –
-7,965
281
– –
-5,125
282
– –
-11,195
283
– –
-12,770
284
– –
-3,787
285
– –
-13,675
286
– –
-5,797
287
– –
-55,645
288
– –
-4,500
289
– –
-4,169
290
– –
-3,495
291
– –
-31,450
8 9 10 11
12