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
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.23%
93,820
-8,780
52
$3.18M 0.22%
86,369
-6,368
53
$3.16M 0.22%
29,821
-3,646
54
$3.04M 0.21%
41,397
-4,583
55
$3.02M 0.21%
31,525
-3,380
56
$3.01M 0.21%
33,490
-681
57
$2.99M 0.21%
87,084
-19,947
58
$2.97M 0.21%
30,066
-1,023
59
$2.91M 0.2%
34,976
-474
60
$2.89M 0.2%
71,772
-7,896
61
$2.89M 0.2%
88,602
-17,672
62
$2.8M 0.19%
67,215
63
$2.71M 0.19%
37,034
-3,490
64
$2.68M 0.19%
97,753
65
$2.57M 0.18%
22,346
-1,193
66
$2.54M 0.18%
65,832
-430
67
$2.51M 0.17%
41,345
-90
68
$2.45M 0.17%
44,410
+688
69
$2.31M 0.16%
51,041
+454
70
$2.23M 0.15%
31,856
-202
71
$2.19M 0.15%
15,940
-541
72
$2.19M 0.15%
23,535
-1,276
73
$2.18M 0.15%
18,673
74
$2.13M 0.15%
40,889
-8,107
75
$2.09M 0.14%
60,362
-5,439
1 2
3
4 5