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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.24%
41,819
+1,690
52
$3.46M 0.23%
+315,707
53
$3.43M 0.22%
71,800
-2,256
54
$3.35M 0.22%
30,813
+992
55
$3.15M 0.21%
30,131
+65
56
$3.03M 0.2%
34,029
+2,504
57
$2.99M 0.2%
29,941
-3,549
58
$2.92M 0.19%
+23,208
59
$2.91M 0.19%
67,215
60
$2.86M 0.19%
66,578
-5,194
61
$2.83M 0.19%
75,539
-11,545
62
$2.75M 0.18%
37,129
+95
63
$2.74M 0.18%
42,810
+1,465
64
$2.7M 0.18%
21,751
-595
65
$2.69M 0.18%
33,346
-1,630
66
$2.66M 0.17%
80,144
-8,458
67
$2.65M 0.17%
89,260
+2,891
68
$2.59M 0.17%
61,264
+10,223
69
$2.4M 0.16%
44,512
+3,115
70
$2.33M 0.15%
85,503
-12,250
71
$2.31M 0.15%
43,906
-504
72
$2.31M 0.15%
61,652
-4,180
73
$2.26M 0.15%
58,287
-2,075
74
$2.24M 0.15%
51,525
+19,470
75
$2.22M 0.15%
32,025
+169
1 2
3
4 5