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
$1.87B
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.7M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$6.62M

Top Sells

1
+$21.1M
2
+$16.4M
3
+$15.7M
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$14.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.7M

Sector Composition

1 Technology 3.95%
2 Healthcare 3.52%
3 Industrials 3.32%
4 Financials 3.25%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.22%
36,835
-2,564
52
$4.17M 0.22%
52,621
-9,538
53
$4.09M 0.22%
24,003
-263
54
$3.92M 0.21%
49,065
-1,638
55
$3.88M 0.21%
88,732
-26,948
56
$3.74M 0.2%
71,900
-302
57
$3.7M 0.2%
39,686
-13
58
$3.67M 0.2%
24,813
-1,767
59
$3.64M 0.19%
35,980
-3,062
60
$3.56M 0.19%
78,930
-2,707
61
$3.33M 0.18%
69,633
-11,852
62
$3.29M 0.18%
85,503
63
$3.23M 0.17%
66,819
-211
64
$3.2M 0.17%
49,505
-18,220
65
$3.19M 0.17%
60,931
-19,520
66
$3.05M 0.16%
27,951
+95
67
$2.98M 0.16%
26,174
-10,426
68
$2.82M 0.15%
44,641
+545
69
$2.73M 0.15%
26,998
+3,890
70
$2.7M 0.14%
28,524
-1,169
71
$2.69M 0.14%
17,728
-48
72
$2.67M 0.14%
18,172
-310
73
$2.58M 0.14%
28,955
-971
74
$2.48M 0.13%
57,114
75
$2.22M 0.12%
80,601
+4,493
1 2
3
4 5