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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.13M 0.53%
419,020
-3,892
27
$6.99M 0.52%
156,301
+1,565
28
$6.69M 0.49%
58,953
-1,946
29
$6.45M 0.48%
193,896
-1,141
30
$6.11M 0.45%
90,053
-3,183
31
$5.79M 0.43%
34
32
$5.51M 0.41%
240,192
+6,792
33
$5.3M 0.39%
81,987
+2,168
34
$5.26M 0.39%
64,967
+19,007
35
$5.25M 0.39%
127,966
-144
36
$5.25M 0.39%
158,137
+606
37
$5.21M 0.39%
123,693
-22,479
38
$5.08M 0.38%
65,348
-40
39
$5.06M 0.37%
163,138
-4,024
40
$4.95M 0.37%
49,598
-2,896
41
$4.94M 0.37%
105,789
-479
42
$4.75M 0.35%
114,890
+974
43
$4.71M 0.35%
51,709
-1,775
44
$4.39M 0.32%
201,191
-4,136
45
$4.34M 0.32%
118,614
-4,814
46
$4.25M 0.31%
44,152
+337
47
$4.23M 0.31%
54,886
-3,302
48
$4.16M 0.31%
39,017
-1,704
49
$3.97M 0.29%
66,883
+587
50
$3.83M 0.28%
50,548
+664
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