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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.25%
92,737
+35,279
52
$3.53M 0.24%
124,132
-22,823
53
$3.43M 0.24%
33,467
-4,179
54
$3.4M 0.24%
67,215
+22,703
55
$3.25M 0.22%
106,274
-6,180
56
$3.23M 0.22%
79,668
-1,165
57
$3.21M 0.22%
34,171
-2,606
58
$3.11M 0.22%
31,089
-3,616
59
$2.99M 0.21%
35,450
-1,418
60
$2.95M 0.2%
37,831
-19,639
61
$2.94M 0.2%
45,980
+3,274
62
$2.86M 0.2%
40,524
-9,369
63
$2.7M 0.19%
90,900
+28,960
64
$2.69M 0.19%
43,722
+27,726
65
$2.66M 0.18%
48,996
-9,603
66
$2.6M 0.18%
23,539
+3,255
67
$2.6M 0.18%
66,262
-14,762
68
$2.54M 0.18%
41,435
+2,636
69
$2.36M 0.16%
97,753
-10,000
70
$2.35M 0.16%
50,587
+3,073
71
$2.34M 0.16%
43,710
-4,654
72
$2.32M 0.16%
24,811
-37,352
73
$2.27M 0.16%
65,801
-12,576
74
$2.22M 0.15%
16,481
+5,158
75
$2.16M 0.15%
32,058
-12,403
1 2
3
4 5