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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.17%
53,014
+2,326
77
$2.58M 0.17%
62,732
-60,961
78
$2.37M 0.15%
62,609
-5,075
79
$2.35M 0.15%
82,432
-6,553
80
$2.3M 0.15%
28,654
-1,650
81
$2.27M 0.15%
56,713
-5,175
82
$2.27M 0.15%
49,164
-5,231
83
$2.25M 0.15%
100,507
-7,802
84
$2.24M 0.15%
38,943
-3,674
85
$2.19M 0.14%
26,020
+30
86
$2.18M 0.14%
82,120
+5,002
87
$2.16M 0.14%
30,071
-2,351
88
$2.13M 0.14%
29,695
-2,001
89
$2.08M 0.14%
29,184
-2,234
90
$2M 0.13%
41,397
-48
91
$1.94M 0.13%
29,140
-2,732
92
$1.69M 0.11%
18,620
-75
93
$1.6M 0.1%
17,245
-854
94
$1.53M 0.1%
38,376
-458
95
$1.51M 0.1%
39,403
+2,750
96
$1.5M 0.1%
10,065
97
$1.47M 0.1%
26,139
-471
98
$1.45M 0.09%
14,454
-214
99
$1.4M 0.09%
25,557
-4,417
100
$1.39M 0.09%
13,453
-345
2 3
4
5 6