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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.77M 0.44%
177,582
-9,900
27
$7.57M 0.43%
124,965
-1,034
28
$7.14M 0.4%
101,927
-166,887
29
$6.99M 0.4%
119,415
-15,908
30
$6.84M 0.39%
218,730
-733
31
$5.89M 0.33%
178,381
-45,287
32
$5.79M 0.33%
92,757
-30,009
33
$5.76M 0.33%
124,153
-14,756
34
$5.56M 0.32%
56,048
-7,440
35
$5.35M 0.3%
50,949
-17,268
36
$5.31M 0.3%
54,056
-3,414
37
$5.27M 0.3%
46,347
+225
38
$5.26M 0.3%
96,594
-10,706
39
$5.24M 0.3%
190,782
-1,224
40
$5.22M 0.3%
24
-1
41
$5.2M 0.29%
70,521
-2,778
42
$5.01M 0.28%
123,311
-8,350
43
$4.81M 0.27%
34,841
-13,281
44
$4.73M 0.27%
36,136
-641
45
$4.47M 0.25%
41,246
-735
46
$4.46M 0.25%
91,677
-1,826
47
$4.24M 0.24%
77,266
-768
48
$4.23M 0.24%
51,449
-200
49
$4.22M 0.24%
110,174
-4,742
50
$4.09M 0.23%
25,562
-491
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