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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 0.51%
130,739
-1,163
27
$8.01M 0.51%
220,935
-1,966
28
$7.98M 0.51%
50,268
-600
29
$7.22M 0.46%
115,257
+3,202
30
$6.17M 0.39%
200,296
+4,665
31
$5.8M 0.37%
105,191
-2,567
32
$5.28M 0.33%
71,708
-303,816
33
$5.13M 0.33%
38,292
-470
34
$5.13M 0.32%
21
35
$5.07M 0.32%
73,553
-876
36
$4.99M 0.32%
58,585
-10,968
37
$4.89M 0.31%
127,240
+2,747
38
$4.84M 0.31%
41,155
-2,697
39
$4.71M 0.3%
88,233
-5,538
40
$4.57M 0.29%
30,622
-802
41
$4.52M 0.29%
84,230
42
$4.42M 0.28%
50,301
-400
43
$4.29M 0.27%
41,704
-115
44
$4.27M 0.27%
35,103
-1,828
45
$4.24M 0.27%
75,471
-841
46
$4.21M 0.27%
120,882
-4,290
47
$4.06M 0.26%
102,500
-2,800
48
$4.06M 0.26%
56,171
-954
49
$4.02M 0.25%
71,728
-72
50
$3.89M 0.25%
100,700
-1,260
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