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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.19%
+32,167
77
$2.3M 0.18%
+119,239
78
$2.24M 0.18%
+30,089
79
$2.14M 0.17%
+54,148
80
$2.11M 0.17%
+33,924
81
$2.1M 0.17%
+46,290
82
$2.08M 0.17%
+94,832
83
$2.05M 0.16%
+32,849
84
$1.98M 0.16%
+30,928
85
$1.98M 0.16%
+44,690
86
$1.92M 0.15%
+71,830
87
$1.86M 0.15%
+264,318
88
$1.8M 0.14%
+25,990
89
$1.75M 0.14%
+30,651
90
$1.7M 0.14%
+42,595
91
$1.58M 0.13%
+17,619
92
$1.55M 0.12%
+18,795
93
$1.45M 0.12%
+27,527
94
$1.43M 0.12%
+21,995
95
$1.41M 0.11%
+32,074
96
$1.41M 0.11%
+16,782
97
$1.38M 0.11%
+14,035
98
$1.36M 0.11%
+27,738
99
$1.35M 0.11%
+26,610
100
$1.35M 0.11%
+39,404
2 3
4
5 6