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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$114M
3
+$77.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$44M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$29.6M

Top Sells

1
+$162M
2
+$88.6M
3
+$80.7M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$45.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.2M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-706
277
– –
-2,449
278
– –
-29,969
279
– –
-7,790
280
– –
-376
281
– –
-9,350
282
– –
-6,211
283
– –
-18,400
284
– –
-9,798
285
– –
-52,042
286
– –
-20,807
287
– –
-102
288
– –
-1,979
289
– –
-363
290
– –
-5,780
291
– –
-127
292
– –
-2,700
293
– –
-4,120
294
– –
-1,710
295
– –
-441
296
– –
-2,208
297
– –
-16,029
298
– –
-20,865
299
– –
-15,124
300
– –
-7,275
9 10 11
12
13