CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.23%
29,734
-2,097
52
$3.53M 0.22%
52,035
-408
53
$3.47M 0.22%
154,740
+3,164
54
$3.36M 0.21%
153,956
-14,456
55
$3.31M 0.21%
37,458
-1,580
56
$3.31M 0.21%
33,930
-1,340
57
$3.29M 0.2%
28,317
-2,040
58
$3.29M 0.2%
131,574
-9,612
59
$3.27M 0.2%
57,782
-240
60
$3.13M 0.19%
44,864
-3,162
61
$3.07M 0.19%
36,785
-755
62
$3M 0.19%
125,456
-2,036
63
$2.94M 0.18%
44,586
+5,643
64
$2.9M 0.18%
54,823
-1,890
65
$2.85M 0.18%
76,101
-6,331
66
$2.76M 0.17%
30,046
-760
67
$2.75M 0.17%
107,793
-2,550
68
$2.67M 0.17%
88,134
-1,730
69
$2.67M 0.17%
44,115
-866
70
$2.67M 0.17%
51,434
-1,580
71
$2.62M 0.16%
67,776
-6,050
72
$2.51M 0.16%
43,145
-2,147
73
$2.47M 0.15%
61,736
-873
74
$2.46M 0.15%
19,731
-577
75
$2.46M 0.15%
112,753
1 2
3
4 5