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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.36M 0.41%
88,435
-8,472
27
$7.3M 0.4%
99,549
-7,276
28
$7.22M 0.4%
172,620
-20,157
29
$7.19M 0.4%
67,956
+50,901
30
$6.98M 0.39%
33,677
-2,354
31
$6.48M 0.36%
25,580
+9,011
32
$6.39M 0.35%
147,758
-49,607
33
$6.06M 0.34%
64,120
-15,872
34
$5.63M 0.31%
60,889
35
$5.33M 0.29%
35,375
-825
36
$5.29M 0.29%
108,814
-1,015
37
$5.18M 0.29%
67,205
+1,329
38
$5.11M 0.28%
49,001
39
$5.1M 0.28%
75,405
-151
40
$4.92M 0.27%
75,397
+45,299
41
$4.87M 0.27%
23,495
+286
42
$4.81M 0.27%
74,994
+1,623
43
$4.54M 0.25%
42,661
-2,327
44
$4.54M 0.25%
25,749
+690
45
$4.42M 0.24%
50,289
-1,797
46
$3.93M 0.22%
67,870
-193,347
47
$3.82M 0.21%
81,232
-991
48
$3.63M 0.2%
32,228
-2,205
49
$3.59M 0.2%
21,484
-2,122
50
$3.4M 0.19%
22,994
-769
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