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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.73M 0.51%
50,868
+652
27
$7.6M 0.5%
131,902
+3,999
28
$7.07M 0.46%
112,055
-1,842
29
$6.29M 0.41%
195,631
+2,003
30
$5.84M 0.38%
69,553
-3,602
31
$5.49M 0.36%
115,701
-64,640
32
$5.26M 0.34%
124,493
-1,077
33
$4.99M 0.33%
38,762
+2,790
34
$4.87M 0.32%
93,771
+11,102
35
$4.77M 0.31%
107,758
-1,355
36
$4.76M 0.31%
74,429
+1,824
37
$4.71M 0.31%
50,701
38
$4.64M 0.3%
+84,230
39
$4.63M 0.3%
31,424
-2,605
40
$4.54M 0.3%
76,312
+974
41
$4.54M 0.3%
21
42
$4.51M 0.3%
43,852
+4,584
43
$4.5M 0.29%
125,172
-2,280
44
$4.29M 0.28%
25,717
+257
45
$4.26M 0.28%
36,931
-666
46
$4.23M 0.28%
105,300
+3,100
47
$3.96M 0.26%
101,960
+8,140
48
$3.92M 0.26%
57,125
-295
49
$3.89M 0.25%
122,523
-2,639
50
$3.77M 0.25%
90,160
-1,200
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