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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 0.57%
110,493
-1,115
27
$10M 0.54%
112,768
-995
28
$9.95M 0.54%
54,254
-2,672
29
$9.56M 0.52%
82,503
-2,826
30
$9.16M 0.5%
123,036
-2,604
31
$8.51M 0.46%
223,359
-114
32
$8.49M 0.46%
174,359
+5
33
$8.12M 0.44%
275,230
-1,351,863
34
$7.31M 0.4%
71,445
+54,500
35
$6.7M 0.36%
197,946
-806
36
$6.45M 0.35%
120,935
-3,108
37
$6.07M 0.33%
37,141
-366
38
$5.71M 0.31%
88,920
39
$5.34M 0.29%
50,301
40
$5.34M 0.29%
30,429
-314
41
$5.31M 0.29%
96,219
-4,070
42
$5.26M 0.28%
64,160
-47,819
43
$5M 0.27%
68,966
-302
44
$4.95M 0.27%
18
-2
45
$4.93M 0.27%
91,270
-207,200
46
$4.87M 0.26%
31,088
+280
47
$4.82M 0.26%
94,532
48
$4.8M 0.26%
98,680
+300
49
$4.78M 0.26%
65,483
-3,252
50
$4.77M 0.26%
40,590
+1,414
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