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
$1.7B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$22.3M
3
+$19.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.3M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.1M

Top Sells

1
+$25.3M
2
+$14M
3
+$13.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M

Sector Composition

1 Healthcare 4.42%
2 Technology 4.34%
3 Financials 3.63%
4 Industrials 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.22%
120,226
-5,588
52
$3.63M 0.21%
80,833
-7,225
53
$3.62M 0.21%
58,599
-8,331
54
$3.61M 0.21%
38,799
-1,440
55
$3.56M 0.21%
37,646
-789
56
$3.55M 0.21%
51,033
-6,668
57
$3.4M 0.2%
40,835
-7,566
58
$3.26M 0.19%
34,813
-2,816
59
$3.26M 0.19%
112,454
-6,510
60
$3.13M 0.18%
42,158
-1,361
61
$3.12M 0.18%
44,461
-184
62
$2.97M 0.17%
39,107
-1,761
63
$2.91M 0.17%
107,753
64
$2.9M 0.17%
79,132
+24,394
65
$2.89M 0.17%
101,109
-804
66
$2.88M 0.17%
40,856
+377
67
$2.88M 0.17%
26,161
-1,306
68
$2.85M 0.17%
53,438
-2,296
69
$2.8M 0.16%
36,868
-974
70
$2.78M 0.16%
48,364
-7,903
71
$2.78M 0.16%
81,024
-2,430
72
$2.73M 0.16%
28,368
-536
73
$2.58M 0.15%
30,265
-5,156
74
$2.52M 0.15%
42,706
+219
75
$2.52M 0.15%
21,034
+1,561
1 2
3
4 5