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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 0.43%
208,075
+7,121
27
$5.84M 0.4%
195,801
+16,376
28
$5.74M 0.39%
184,120
+720
29
$5.42M 0.37%
86,566
-673
30
$5.22M 0.36%
129,590
+6,751
31
$4.95M 0.34%
35,737
-4,424
32
$4.93M 0.34%
150,391
-870
33
$4.85M 0.33%
96,089
+3,680
34
$4.72M 0.32%
106,666
-9,948
35
$4.68M 0.32%
40,522
+344
36
$4.36M 0.3%
36,778
+2,745
37
$4.35M 0.3%
55,280
+16,003
38
$4.14M 0.28%
49,149
-3,723
39
$4.1M 0.28%
21
-3
40
$3.92M 0.27%
70,081
+314
41
$3.87M 0.26%
51,301
42
$3.79M 0.26%
87,115
-823
43
$3.74M 0.26%
103,742
-5,676
44
$3.69M 0.25%
48,293
+3,725
45
$3.69M 0.25%
33,778
-2,240
46
$3.68M 0.25%
78,025
+5,856
47
$3.48M 0.24%
25,186
+250
48
$3.46M 0.24%
35,140
+903
49
$3.45M 0.24%
43,763
-4,522
50
$3.41M 0.23%
117,202
-122
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2
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