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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.12%
26,828
-3,905
77
$2.07M 0.12%
25,505
78
$1.97M 0.11%
19,043
-9,325
79
$1.95M 0.11%
+24,280
80
$1.93M 0.11%
35,046
-1,599
81
$1.92M 0.11%
23,021
-7,244
82
$1.86M 0.11%
26,245
-14,611
83
$1.85M 0.1%
41,680
-3,460
84
$1.83M 0.1%
25,181
-453
85
$1.8M 0.1%
44,409
-3,105
86
$1.78M 0.1%
17,298
-51
87
$1.77M 0.1%
47,608
-31,524
88
$1.73M 0.1%
17,397
-2,008
89
$1.62M 0.09%
32,202
+210
90
$1.59M 0.09%
19,390
-370
91
$1.59M 0.09%
15,394
-36
92
$1.54M 0.09%
+33,127
93
$1.5M 0.09%
34,828
-190
94
$1.5M 0.08%
60,729
-7,530
95
$1.49M 0.08%
+47,516
96
$1.48M 0.08%
10,562
97
$1.47M 0.08%
25,548
-1,016
98
$1.37M 0.08%
34,440
-180
99
$1.35M 0.08%
9,659
100
$1.35M 0.08%
23,769
-29,669
2 3
4
5 6