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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.3%
+92,012
52
$3.62M 0.29%
+48,422
53
$3.57M 0.29%
+80,446
54
$3.4M 0.27%
+58,188
55
$3.38M 0.27%
+55,332
56
$3.27M 0.26%
+54,169
57
$3.22M 0.26%
+32,621
58
$3.21M 0.26%
+46,583
59
$3.2M 0.26%
+185,162
60
$3.11M 0.25%
+148,746
61
$3.1M 0.25%
+37,946
62
$3.1M 0.25%
+40,953
63
$2.95M 0.24%
+45,960
64
$2.8M 0.22%
+201,560
65
$2.78M 0.22%
+111,768
66
$2.72M 0.22%
+56,472
67
$2.69M 0.22%
+132,236
68
$2.64M 0.21%
+36,836
69
$2.59M 0.21%
+112,753
70
$2.52M 0.2%
+67,049
71
$2.51M 0.2%
+51,813
72
$2.49M 0.2%
+63,607
73
$2.47M 0.2%
+21,503
74
$2.45M 0.2%
+54,836
75
$2.45M 0.2%
+97,706
1 2
3
4 5