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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.21%
32,828
-1,877
52
$3.75M 0.21%
117,330
-2,896
53
$3.54M 0.2%
37,027
-619
54
$3.5M 0.2%
50,509
-524
55
$3.49M 0.2%
126,685
-20,270
56
$3.48M 0.2%
40,578
-257
57
$3.39M 0.19%
34,743
-70
58
$3.19M 0.18%
38,922
-185
59
$3.16M 0.18%
111,920
-534
60
$3.07M 0.17%
36,303
-565
61
$3.05M 0.17%
69,796
-11,037
62
$3.02M 0.17%
48,514
+150
63
$3.01M 0.17%
38,589
-210
64
$2.88M 0.16%
25,239
-922
65
$2.86M 0.16%
41,318
-840
66
$2.73M 0.15%
42,306
-400
67
$2.67M 0.15%
76,346
-4,678
68
$2.66M 0.15%
97,753
-10,000
69
$2.53M 0.14%
76,508
-1,869
70
$2.37M 0.13%
41,920
-16,679
71
$2.32M 0.13%
84,495
-16,614
72
$2.2M 0.12%
30,871
-13,590
73
$2.19M 0.12%
17,620
-3,414
74
$2.17M 0.12%
44,402
-110
75
$2.16M 0.12%
18,673
1 2
3
4 5