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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.25%
24,592
-1,157
52
$3.82M 0.25%
+188,150
53
$3.53M 0.23%
77,492
-3,740
54
$3.45M 0.22%
19,423
-2,061
55
$3.29M 0.21%
49,001
56
$3.17M 0.2%
47,309
-2,980
57
$3.04M 0.2%
85,503
58
$3.02M 0.19%
27,322
-388
59
$2.95M 0.19%
75,742
-1,549
60
$2.91M 0.19%
51,710
-11,708
61
$2.88M 0.19%
+95,224
62
$2.42M 0.16%
+17,471
63
$2.41M 0.16%
20,850
-2,422
64
$2.31M 0.15%
33,842
-127
65
$2.26M 0.15%
21,696
-1,298
66
$2.19M 0.14%
22,391
-1,280
67
$2.13M 0.14%
41,080
-2,015
68
$2.1M 0.14%
+88,362
69
$2.1M 0.14%
45,667
-6,389
70
$2.06M 0.13%
43,590
-8,765
71
$2.04M 0.13%
14,794
-1,155
72
$2.04M 0.13%
45,626
-1,232
73
$2.04M 0.13%
24,687
+12,162
74
$1.95M 0.13%
17,890
-5,720
75
$1.94M 0.12%
19,541
-304,572
1 2
3
4 5