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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.22M 0.25%
124,788
+762
52
$4.21M 0.25%
70,743
-985
53
$4.18M 0.24%
25,461
-195
54
$4.16M 0.24%
100,360
-340
55
$4.1M 0.24%
31,671
-3,432
56
$3.76M 0.22%
94,532
+16,393
57
$3.71M 0.22%
29,829
-75
58
$3.6M 0.21%
81,300
59
$3.6M 0.21%
27,730
-1,645
60
$3.42M 0.2%
43,290
+200
61
$3.37M 0.2%
64,911
-4,439
62
$3.32M 0.19%
29,670
-925
63
$3.19M 0.19%
61,918
-2,344
64
$2.85M 0.17%
51,642
-4,529
65
$2.8M 0.16%
20,365
-447
66
$2.79M 0.16%
70,936
-125
67
$2.79M 0.16%
23,523
+2,115
68
$2.79M 0.16%
35,552
69
$2.75M 0.16%
33,129
-217
70
$2.64M 0.15%
32,456
+51
71
$2.62M 0.15%
35,769
+1,202
72
$2.53M 0.15%
59,650
-562
73
$2.48M 0.15%
85,503
74
$2.46M 0.14%
62,172
-310
75
$2.45M 0.14%
45,023
+394
1 2
3
4 5