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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.27%
85,376
+6,834
52
$4.06M 0.27%
48,026
-6,860
53
$3.92M 0.26%
52,730
-3,813
54
$3.72M 0.24%
52,443
-17
55
$3.67M 0.24%
141,186
-6,990
56
$3.63M 0.24%
31,831
-1,503
57
$3.5M 0.23%
30,357
-8,660
58
$3.4M 0.22%
39,038
-2,429
59
$3.4M 0.22%
151,576
-3,200
60
$3.33M 0.22%
168,412
-14,818
61
$3.18M 0.21%
35,270
-842
62
$3.16M 0.21%
58,022
+1,715
63
$3.11M 0.2%
37,540
-2,038
64
$3.05M 0.2%
73,826
-10,783
65
$2.91M 0.19%
112,753
66
$2.89M 0.19%
110,343
+1,995
67
$2.86M 0.19%
89,864
-2,618
68
$2.85M 0.19%
44,981
-1,988
69
$2.79M 0.18%
30,806
-1,057
70
$2.73M 0.18%
127,492
-200
71
$2.69M 0.18%
20,308
-1,472
72
$2.69M 0.18%
42,744
+15,417
73
$2.69M 0.18%
134,740
-62,800
74
$2.66M 0.17%
50,051
-535
75
$2.66M 0.17%
45,292
-85
1 2
3
4 5