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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.11%
22,841
-180
77
$1.96M 0.11%
26,078
-750
78
$1.93M 0.11%
15,440
-2,180
79
$1.87M 0.11%
17,863
-1,180
80
$1.86M 0.11%
40,335
-1,345
81
$1.84M 0.11%
26,296
-75,631
82
$1.73M 0.1%
18,120
-23,126
83
$1.72M 0.1%
26,166
-79
84
$1.69M 0.1%
43,024
-1,385
85
$1.69M 0.1%
17,352
-45
86
$1.62M 0.09%
42,691
-4,917
87
$1.53M 0.09%
46,616
-900
88
$1.5M 0.09%
55,874
-4,855
89
$1.49M 0.09%
14,879
-515
90
$1.42M 0.08%
34,396
-44
91
$1.42M 0.08%
10,622
+60
92
$1.37M 0.08%
12,003
-26
93
$1.35M 0.08%
33,467
-1,361
94
$1.33M 0.08%
7,034
95
$1.32M 0.08%
25,340
-208
96
$1.19M 0.07%
13,584
+73
97
$1.17M 0.07%
47,688
-160
98
$1.16M 0.07%
21,462
-10,740
99
$1.13M 0.07%
10,683
100
$1.11M 0.06%
51,060
-2,900
2 3
4
5 6