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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.23%
51,649
+9,705
52
$3.82M 0.22%
40,239
-3,956
53
$3.76M 0.22%
149,778
-4,962
54
$3.71M 0.22%
46,877
-856
55
$3.68M 0.22%
107,701
-9,500
56
$3.53M 0.21%
142,886
-11,070
57
$3.39M 0.2%
28,650
-1,084
58
$3.39M 0.2%
48,680
-3,355
59
$3.37M 0.2%
125,672
-5,902
60
$3.35M 0.2%
37,510
+725
61
$3.25M 0.19%
69,157
-6,944
62
$3.24M 0.19%
61,759
+6,936
63
$2.99M 0.18%
29,653
-393
64
$2.86M 0.17%
38,592
-5,994
65
$2.83M 0.17%
53,934
+2,500
66
$2.76M 0.16%
31,119
-6,339
67
$2.7M 0.16%
22,697
-5,620
68
$2.69M 0.16%
45,870
-11,912
69
$2.63M 0.15%
102,750
-5,043
70
$2.63M 0.15%
23,893
+5,220
71
$2.59M 0.15%
107,753
-5,000
72
$2.48M 0.15%
19,762
+31
73
$2.43M 0.14%
40,899
-2,246
74
$2.41M 0.14%
58,021
-3,715
75
$2.32M 0.14%
91,332
-4,233
1 2
3
4 5