CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 0.59%
+85,550
27
$6.82M 0.55%
+60,899
28
$6.74M 0.54%
+195,037
29
$6.4M 0.51%
+154,736
30
$5.99M 0.48%
+422,912
31
$5.83M 0.47%
+146,172
32
$5.73M 0.46%
+34
33
$5.66M 0.45%
+233,400
34
$5.49M 0.44%
+157,531
35
$5.45M 0.44%
+93,236
36
$5.35M 0.43%
+106,268
37
$5.04M 0.4%
+65,388
38
$4.86M 0.39%
+167,162
39
$4.8M 0.38%
+52,494
40
$4.7M 0.38%
+113,916
41
$4.5M 0.36%
+205,327
42
$4.46M 0.36%
+123,428
43
$4.35M 0.35%
+79,819
44
$4.34M 0.35%
+43,815
45
$4.33M 0.35%
+53,484
46
$4.01M 0.32%
+128,110
47
$3.95M 0.32%
+40,721
48
$3.86M 0.31%
+49,884
49
$3.8M 0.3%
+66,296
50
$3.72M 0.3%
+153,059
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