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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.66%
124,662
-4,327
27
$10.4M 0.61%
174,354
28
$10.1M 0.59%
114,714
-1,330
29
$9.51M 0.56%
57,061
+1,874
30
$8.72M 0.51%
117,010
+45,302
31
$8.42M 0.49%
127,863
-2,876
32
$8.25M 0.48%
49,546
-722
33
$8.11M 0.47%
224,814
+3,879
34
$7.48M 0.44%
114,806
-451
35
$6.53M 0.38%
201,171
+875
36
$5.84M 0.34%
104,958
-233
37
$5.62M 0.33%
38,292
38
$5.59M 0.33%
125,788
-1,452
39
$5.04M 0.29%
50,301
40
$5M 0.29%
70,852
-2,701
41
$5M 0.29%
20
-1
42
$4.99M 0.29%
55,434
-3,151
43
$4.94M 0.29%
30,896
+274
44
$4.88M 0.29%
84,230
45
$4.63M 0.27%
76,388
+917
46
$4.41M 0.26%
41,074
-81
47
$4.37M 0.26%
42,667
+963
48
$4.35M 0.25%
120,018
-864
49
$4.33M 0.25%
88,854
+621
50
$4.23M 0.25%
99,860
-2,640
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