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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.58M 0.55%
182,771
-8,323
27
$8.25M 0.53%
27,270
-20,111
28
$7.86M 0.51%
115,278
-11,153
29
$7.63M 0.49%
+88,135
30
$7.26M 0.47%
79,028
-9,407
31
$7.19M 0.46%
152,534
-881,293
32
$7.13M 0.46%
172,293
-327
33
$7.09M 0.46%
98,091
-1,458
34
$6.97M 0.45%
+137,463
35
$6.79M 0.44%
+115,536
36
$6.79M 0.44%
284,235
-177,565
37
$6.09M 0.39%
81,100
-1,820
38
$5.82M 0.37%
63,074
-1,046
39
$5.51M 0.35%
18
-53,356
40
$5.51M 0.35%
75,526
+121
41
$5.33M 0.34%
31,006
-2,671
42
$4.9M 0.32%
131,989
-15,769
43
$4.79M 0.31%
91,580
-95,840
44
$4.59M 0.3%
105,951
-2,863
45
$4.58M 0.3%
53,389
-7,500
46
$4.48M 0.29%
+86,480
47
$4.38M 0.28%
22,509
-986
48
$4.29M 0.28%
32,754
-2,621
49
$4.13M 0.27%
65,017
-2,188
50
$4.06M 0.26%
42,623
-38
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