CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.23%
47,808
-2,597
52
$3.88M 0.23%
61,153
53
$3.85M 0.23%
29,339
-608
54
$3.78M 0.23%
26,075
-56
55
$3.73M 0.22%
85,503
56
$3.64M 0.22%
19,773
-10
57
$3.58M 0.21%
49,001
58
$3.55M 0.21%
62,131
+368
59
$3.33M 0.2%
22,105
+14,595
60
$3.12M 0.19%
58,942
-280
61
$3.11M 0.19%
21,426
-51
62
$3.07M 0.18%
24,691
+85
63
$3.04M 0.18%
59,809
-1,010
64
$2.89M 0.17%
85,324
-5,410
65
$2.84M 0.17%
17,471
66
$2.81M 0.17%
120,320
-24,230
67
$2.57M 0.15%
15,194
-120
68
$2.55M 0.15%
53,864
-666
69
$2.49M 0.15%
24,514
+117
70
$2.39M 0.14%
20,051
+460
71
$2.35M 0.14%
11,447
-110
72
$2.3M 0.14%
16,494
-839
73
$2.26M 0.14%
44,044
+288
74
$2.23M 0.13%
14,372
+476
75
$2.15M 0.13%
50,216
+1,132
1 2
3
4 5