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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.56M 0.47%
147,081
-1,494
27
$7.37M 0.46%
384,524
-6,328
28
$6.94M 0.43%
169,435
-10,720
29
$6.86M 0.43%
54,881
-1,837
30
$6.76M 0.42%
72,144
+3,964
31
$6.37M 0.4%
34
32
$6.33M 0.39%
125,136
-3,118
33
$6.19M 0.38%
84,192
-3,022
34
$6.09M 0.38%
235,818
+437
35
$5.89M 0.37%
152,883
-1,658
36
$5.63M 0.35%
113,236
-885
37
$5.53M 0.34%
199,063
-1,446
38
$5.5M 0.34%
48,518
-66
39
$5.25M 0.33%
110,443
+3,812
40
$5.15M 0.32%
77,089
-1,774
41
$5.01M 0.31%
116,851
+1,876
42
$4.85M 0.3%
89,569
+4,193
43
$4.85M 0.3%
44,071
-4,015
44
$4.34M 0.27%
137,704
-10,364
45
$4.23M 0.26%
65,153
-1,862
46
$4.06M 0.25%
41,403
-1,370
47
$3.98M 0.25%
44,195
-1,025
48
$3.98M 0.25%
50,254
+23
49
$3.76M 0.23%
47,733
-4,997
50
$3.7M 0.23%
117,201
-23,500
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