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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.85M 0.51%
148,575
-7,726
27
$7.83M 0.51%
390,852
-28,168
28
$7.58M 0.5%
82,747
-4,185
29
$6.74M 0.44%
180,155
-13,741
30
$6.72M 0.44%
56,718
-2,235
31
$6.48M 0.42%
128,254
+288
32
$6.25M 0.41%
87,214
-2,839
33
$6.11M 0.4%
235,381
-4,811
34
$6.05M 0.4%
34
35
$5.92M 0.39%
154,541
-3,596
36
$5.73M 0.37%
68,180
+2,832
37
$5.7M 0.37%
48,584
-1,014
38
$5.6M 0.37%
200,509
-682
39
$5.53M 0.36%
78,863
-3,124
40
$5.53M 0.36%
48,086
-3,623
41
$5.24M 0.34%
106,631
+842
42
$5.18M 0.34%
114,121
-769
43
$4.97M 0.32%
140,701
+81,856
44
$4.95M 0.32%
148,068
-15,070
45
$4.64M 0.3%
114,975
-3,639
46
$4.37M 0.29%
67,015
+132
47
$4.36M 0.29%
80,072
-85,054
48
$4.15M 0.27%
42,773
-1,379
49
$4.14M 0.27%
50,231
-317
50
$4.1M 0.27%
45,220
-3,450
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