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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.43M 0.15%
46,788
-3,263
77
$2.28M 0.14%
30,439
+744
78
$2.25M 0.14%
41,944
-800
79
$2.23M 0.14%
84,131
+2,011
80
$2.08M 0.13%
28,369
-815
81
$2.07M 0.13%
12,433
+7,639
82
$2.06M 0.13%
33,260
+4,606
83
$2.06M 0.13%
29,300
-771
84
$2.05M 0.13%
95,565
-4,942
85
$2.04M 0.13%
41,307
-90
86
$2M 0.12%
47,387
-1,777
87
$1.96M 0.12%
18,673
+5,220
88
$1.92M 0.12%
28,810
-330
89
$1.92M 0.12%
23,585
-2,435
90
$1.86M 0.12%
110,840
-23,900
91
$1.83M 0.11%
18,390
-230
92
$1.68M 0.1%
17,277
+32
93
$1.66M 0.1%
40,568
+1,165
94
$1.64M 0.1%
10,065
95
$1.63M 0.1%
15,285
+13,345
96
$1.55M 0.1%
26,293
-485
97
$1.54M 0.1%
25,507
-50
98
$1.53M 0.09%
+44,512
99
$1.51M 0.09%
38,376
100
$1.5M 0.09%
14,223
-231
2 3
4
5 6