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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.24%
25,656
-61
52
$3.75M 0.24%
124,026
+1,503
53
$3.5M 0.22%
69,350
-46,351
54
$3.46M 0.22%
29,904
-227
55
$3.3M 0.21%
64,262
-2,316
56
$3.26M 0.21%
29,375
-566
57
$3.2M 0.2%
30,595
-218
58
$3.19M 0.2%
43,090
+280
59
$3.05M 0.19%
81,300
-8,860
60
$3.05M 0.19%
78,139
+10,924
61
$2.81M 0.18%
20,812
-939
62
$2.81M 0.18%
35,552
+1,523
63
$2.77M 0.18%
80,210
-9,050
64
$2.76M 0.17%
33,346
65
$2.73M 0.17%
85,503
66
$2.61M 0.17%
44,629
+117
67
$2.5M 0.16%
60,212
-1,052
68
$2.49M 0.16%
71,061
-4,478
69
$2.4M 0.15%
32,405
+380
70
$2.35M 0.15%
62,482
+830
71
$2.35M 0.15%
21,408
-1,800
72
$2.27M 0.14%
51,225
-300
73
$2.26M 0.14%
34,567
-2,562
74
$2.23M 0.14%
17,893
-125
75
$2.23M 0.14%
43,776
-130
1 2
3
4 5