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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.28%
56,543
+1,211
52
$3.73M 0.28%
33,334
+713
53
$3.7M 0.27%
183,230
-1,932
54
$3.68M 0.27%
48,670
+248
55
$3.63M 0.27%
154,776
+1,717
56
$3.57M 0.26%
78,542
-1,904
57
$3.34M 0.25%
148,176
-570
58
$3.33M 0.25%
52,460
-1,709
59
$3.28M 0.24%
41,467
+514
60
$3.2M 0.24%
84,609
-7,403
61
$3.19M 0.24%
36,112
-724
62
$3.15M 0.23%
39,578
+1,632
63
$3.09M 0.23%
197,540
-4,020
64
$3.01M 0.22%
46,969
+386
65
$2.94M 0.22%
384,954
+120,636
66
$2.91M 0.22%
112,753
67
$2.85M 0.21%
56,307
-165
68
$2.77M 0.2%
21,780
+277
69
$2.74M 0.2%
96,752
-199,868
70
$2.67M 0.2%
108,348
-3,420
71
$2.61M 0.19%
92,482
-5,224
72
$2.56M 0.19%
127,692
-4,544
73
$2.54M 0.19%
31,863
-304
74
$2.43M 0.18%
50,688
-1,125
75
$2.42M 0.18%
67,684
+635
1 2
3
4 5