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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.26%
116,110
-1,604
52
$4.71M 0.25%
98,240
53
$4.51M 0.24%
73,874
-562
54
$4.5M 0.24%
41,206
-756
55
$4.49M 0.24%
24,068
-652
56
$4.3M 0.23%
86,931
+270
57
$4.3M 0.23%
83,046
+65,887
58
$4.27M 0.23%
29,309
-282
59
$4.11M 0.22%
43,390
-3,340
60
$4.06M 0.22%
120,849
-2,799
61
$4.02M 0.22%
28,961
-9,904
62
$4.02M 0.22%
83,560
+2,260
63
$3.99M 0.22%
26,835
+108
64
$3.59M 0.19%
39,699
+13
65
$3.26M 0.18%
85,503
66
$3.25M 0.18%
29,158
-14
67
$3.12M 0.17%
58,313
-1,471
68
$3.12M 0.17%
69,635
-148
69
$2.82M 0.15%
44,206
-537
70
$2.76M 0.15%
18,650
-595
71
$2.68M 0.14%
22,004
+9,319
72
$2.62M 0.14%
32,216
-84
73
$2.59M 0.14%
57,501
+525
74
$2.59M 0.14%
18,482
75
$2.54M 0.14%
34,863
-296
1 2
3
4 5