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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.23%
35,675
-75
52
$3.35M 0.23%
30,938
-508
53
$3.29M 0.22%
125,336
+1,855
54
$3.28M 0.22%
40,861
+400
55
$3.24M 0.22%
67,215
56
$3.2M 0.22%
35,289
-9,814
57
$3.07M 0.21%
36,910
+64
58
$3.01M 0.21%
40,635
+2,061
59
$2.77M 0.19%
67,513
-773
60
$2.76M 0.19%
96,926
-12,114
61
$2.66M 0.18%
44,978
+4,000
62
$2.66M 0.18%
67,984
-3,449
63
$2.65M 0.18%
46,860
-999
64
$2.64M 0.18%
73,850
-2,496
65
$2.52M 0.17%
97,753
66
$2.27M 0.16%
35,838
-1,741
67
$2.14M 0.15%
23,520
-432
68
$2.13M 0.15%
25,476
+339
69
$2.04M 0.14%
50,944
+7,920
70
$2.04M 0.14%
46,228
+6,574
71
$2.03M 0.14%
37,701
-482
72
$2M 0.14%
18,673
73
$1.92M 0.13%
25,419
-270,974
74
$1.87M 0.13%
32,158
+1,277
75
$1.86M 0.13%
25,512
-566
1 2
3
4 5