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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.17%
54,395
+247
77
$2.34M 0.17%
50,586
-4,250
78
$2.34M 0.17%
61,888
-1,719
79
$2.29M 0.17%
42,617
-2,073
80
$2.28M 0.17%
32,422
-1,502
81
$2.24M 0.17%
108,309
-10,930
82
$2.21M 0.16%
88,985
-5,847
83
$2.13M 0.16%
45,377
-913
84
$2.08M 0.15%
31,418
+490
85
$2.05M 0.15%
30,304
+215
86
$2M 0.15%
31,872
-977
87
$1.98M 0.15%
25,990
88
$1.97M 0.15%
77,118
+5,288
89
$1.8M 0.13%
41,445
-1,150
90
$1.8M 0.13%
31,696
+1,045
91
$1.73M 0.13%
58,845
92
$1.62M 0.12%
27,327
-200
93
$1.57M 0.12%
13,754
-281
94
$1.56M 0.12%
18,695
-100
95
$1.52M 0.11%
26,610
96
$1.51M 0.11%
29,974
-945
97
$1.5M 0.11%
306
-11
98
$1.4M 0.1%
18,099
+968
99
$1.38M 0.1%
27,460
-278
100
$1.35M 0.1%
15,912
-870
2 3
4
5 6