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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.19%
63,418
-2,396
52
$3.32M 0.18%
77,291
+1,549
53
$3.1M 0.17%
27,710
-227
54
$3.02M 0.17%
85,503
55
$2.89M 0.16%
23,610
-508
56
$2.74M 0.15%
52,056
-2,769
57
$2.67M 0.15%
43,095
+1,257
58
$2.63M 0.15%
46,858
+520
59
$2.62M 0.14%
23,671
-5,042
60
$2.6M 0.14%
15,949
+553
61
$2.5M 0.14%
23,272
+1,400
62
$2.48M 0.14%
33,969
-22
63
$2.43M 0.13%
27,172
-510
64
$2.42M 0.13%
52,355
-1,871
65
$2.17M 0.12%
11,106
66
$1.82M 0.1%
10,242
-61
67
$1.72M 0.1%
34,228
68
$1.71M 0.09%
14,607
+531
69
$1.69M 0.09%
11,705
+402
70
$1.66M 0.09%
30,606
-4,483
71
$1.64M 0.09%
39,072
+2,660
72
$1.64M 0.09%
18,040
-667
73
$1.58M 0.09%
17,902
+265
74
$1.56M 0.09%
4,199
-75
75
$1.56M 0.09%
7,618
+500
1 2
3
4 5