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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.2%
123,481
-3,204
52
$3.34M 0.19%
35,750
-1,277
53
$3.28M 0.19%
109,040
-2,880
54
$3.26M 0.19%
44,568
+20,288
55
$3.25M 0.19%
34,237
-506
56
$3.25M 0.19%
40,461
-117
57
$3.21M 0.19%
39,277
+355
58
$3.11M 0.18%
36,846
+543
59
$3M 0.17%
38,574
-15
60
$2.96M 0.17%
68,286
-1,510
61
$2.83M 0.16%
47,859
-655
62
$2.73M 0.16%
52,217
-347,931
63
$2.73M 0.16%
40,978
-1,328
64
$2.72M 0.16%
71,433
-5,075
65
$2.69M 0.16%
97,753
66
$2.54M 0.15%
23,952
-1,287
67
$2.53M 0.15%
76,346
68
$2.46M 0.14%
37,579
-12,930
69
$2.39M 0.14%
38,183
-3,135
70
$2.2M 0.13%
39,654
-2,266
71
$2.17M 0.13%
18,673
72
$2.1M 0.12%
25,137
-44
73
$2.03M 0.12%
85,908
+1,413
74
$2M 0.12%
30,881
+10
75
$2M 0.12%
35,011
-35
1 2
3
4 5