CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$49.9M
2 +$29.2M
3 +$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1 +$26.6M
2 +$24.1M
3 +$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-18,400
277
-91
278
-7,283
279
-20,865
280
-12
281
-1,887
282
-10,000
283
-1,854