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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.93M 0.23%
+32,228
52
$3.86M 0.23%
20,313
+890
53
$3.79M 0.22%
85,503
54
$3.76M 0.22%
19,783
-2,726
55
$3.67M 0.22%
29,947
+2,625
56
$3.65M 0.22%
61,763
+10,053
57
$3.6M 0.21%
49,001
58
$3.28M 0.19%
144,550
-43,600
59
$3.15M 0.19%
59,222
+13,596
60
$3.03M 0.18%
24,606
+6,716
61
$3.01M 0.18%
90,734
-4,490
62
$2.85M 0.17%
60,819
+17,229
63
$2.75M 0.16%
21,477
-219
64
$2.75M 0.16%
17,471
65
$2.63M 0.16%
54,530
+8,863
66
$2.56M 0.15%
15,314
+520
67
$2.49M 0.15%
19,207
-1,643
68
$2.41M 0.14%
38,101
+4,259
69
$2.3M 0.14%
24,397
-290
70
$2.28M 0.14%
11,557
+1,390
71
$2.23M 0.13%
19,591
+50
72
$2.2M 0.13%
10,452
-413
73
$2.15M 0.13%
29,421
+10,993
74
$2.13M 0.13%
13,896
+2,205
75
$2.12M 0.13%
44,350
+3,270
1 2
3
4 5