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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.13%
25,837
-7,423
77
$2.23M 0.13%
29,569
-870
78
$2.2M 0.13%
82,954
-5,180
79
$2.16M 0.13%
84,276
-41,180
80
$2.14M 0.13%
27,829
-540
81
$2.14M 0.13%
41,307
82
$2.09M 0.12%
25,439
-3,861
83
$2.06M 0.12%
42,487
-4,301
84
$2.01M 0.12%
47,476
-20,300
85
$1.94M 0.11%
10,808
-1,625
86
$1.82M 0.11%
27,258
-1,552
87
$1.82M 0.11%
67,188
-16,943
88
$1.8M 0.11%
17,522
+245
89
$1.7M 0.1%
44,676
-2,711
90
$1.69M 0.1%
+1,550
91
$1.68M 0.1%
103,240
-7,600
92
$1.67M 0.1%
44,512
93
$1.65M 0.1%
40,688
+120
94
$1.63M 0.1%
26,284
-9
95
$1.56M 0.09%
23,247
-2,260
96
$1.52M 0.09%
24,087
+6,565
97
$1.48M 0.09%
13,867
-356
98
$1.47M 0.09%
14,621
-107
99
$1.45M 0.09%
26,665
100
$1.44M 0.08%
21,466
+2,386
2 3
4
5 6