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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 0.62%
85,329
-5,047
27
$10.6M 0.6%
121,270
-3,392
28
$10.2M 0.58%
111,608
-3,106
29
$9.64M 0.54%
56,926
-135
30
$9.16M 0.52%
111,979
-112,571
31
$8.68M 0.49%
174,354
32
$8.66M 0.49%
125,640
-2,223
33
$8.25M 0.47%
113,763
-1,043
34
$7.54M 0.43%
223,473
-1,341
35
$6.33M 0.36%
198,752
-2,419
36
$6.03M 0.34%
124,043
-1,745
37
$5.75M 0.33%
37,507
-785
38
$5.72M 0.32%
38,865
-10,681
39
$5.56M 0.31%
100,289
-4,669
40
$5.41M 0.31%
88,920
+4,690
41
$5.35M 0.3%
30,743
-153
42
$5.28M 0.3%
68,735
-2,117
43
$5.09M 0.29%
20
44
$4.74M 0.27%
94,532
45
$4.72M 0.27%
30,808
-863
46
$4.6M 0.26%
69,268
-1,475
47
$4.57M 0.26%
98,380
-1,480
48
$4.57M 0.26%
117,714
-2,304
49
$4.56M 0.26%
50,301
50
$4.55M 0.26%
74,436
-1,952
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