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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.46M 0.25%
98,240
-2,120
52
$4.33M 0.24%
46,730
-8,704
53
$4.3M 0.24%
41,962
-705
54
$4.26M 0.24%
24,720
-741
55
$4.09M 0.23%
39,176
-1,898
56
$3.93M 0.22%
81,300
57
$3.87M 0.22%
86,661
-2,193
58
$3.87M 0.22%
123,648
-1,140
59
$3.84M 0.22%
29,591
-238
60
$3.4M 0.19%
26,727
-1,003
61
$3.37M 0.19%
29,172
-498
62
$3.34M 0.19%
39,686
-3,604
63
$3.1M 0.18%
59,784
-2,134
64
$2.91M 0.16%
32,897
+441
65
$2.89M 0.16%
69,783
-1,153
66
$2.71M 0.15%
19,245
-1,120
67
$2.64M 0.15%
85,503
68
$2.61M 0.15%
33,372
+243
69
$2.61M 0.15%
35,159
-610
70
$2.6M 0.15%
32,300
-3,252
71
$2.56M 0.14%
56,976
-2,674
72
$2.53M 0.14%
47,086
-17,825
73
$2.5M 0.14%
18,482
74
$2.49M 0.14%
44,743
-280
75
$2.44M 0.14%
41,326
-2,450
1 2
3
4 5