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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.46M 0.52%
125,937
-62
27
$7.4M 0.51%
247,146
-3,171,061
28
$7.32M 0.51%
50,537
-47,373
29
$7.18M 0.5%
125,774
-9,549
30
$5.82M 0.4%
120,384
+13,713
31
$5.62M 0.39%
199,932
-23,736
32
$5.35M 0.37%
128,015
-10,894
33
$5.25M 0.36%
39,332
-6,790
34
$5.23M 0.36%
41,649
+6,836
35
$4.99M 0.34%
92,279
-1,224
36
$4.88M 0.34%
77,866
-44,900
37
$4.87M 0.34%
34,955
-12,808
38
$4.8M 0.33%
58,300
+19,193
39
$4.68M 0.32%
74,341
+1,042
40
$4.48M 0.31%
21
-4
41
$4.31M 0.3%
112,880
+17,580
42
$4.26M 0.29%
134,858
+15,082
43
$4.23M 0.29%
28,234
+2,411
44
$3.98M 0.27%
41,674
-26,543
45
$3.95M 0.27%
50,701
-948
46
$3.82M 0.26%
102,600
+6,420
47
$3.8M 0.26%
75,271
-2,763
48
$3.67M 0.25%
107,031
-130,826
49
$3.62M 0.25%
34,905
+6,537
50
$3.6M 0.25%
40,149
-686
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