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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.84M 0.25%
81,637
-1,409
52
$4.82M 0.25%
+223,230
53
$4.64M 0.24%
121,145
+296
54
$4.62M 0.24%
39,399
-1,807
55
$4.58M 0.23%
36,600
-3,990
56
$4.5M 0.23%
26,580
-255
57
$4.37M 0.22%
35,302
+13,298
58
$4.31M 0.22%
81,485
-5,446
59
$4.22M 0.22%
24,266
+198
60
$4.14M 0.21%
50,703
-13,457
61
$3.98M 0.2%
39,042
-4,348
62
$3.94M 0.2%
39,699
63
$3.88M 0.2%
72,202
-1,672
64
$3.64M 0.19%
85,503
65
$3.34M 0.17%
22,784
-6,177
66
$3.34M 0.17%
27,856
-1,302
67
$3.16M 0.16%
67,030
-2,605
68
$3.12M 0.16%
29,926
+617
69
$3.11M 0.16%
29,693
+2,086
70
$2.75M 0.14%
18,482
71
$2.71M 0.14%
17,776
-874
72
$2.7M 0.14%
44,096
-110
73
$2.64M 0.14%
49,331
-8,982
74
$2.63M 0.13%
44,511
-413
75
$2.62M 0.13%
57,114
-387
1 2
3
4 5