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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.12%
18,125
+262
77
$1.67M 0.11%
25,996
-170
78
$1.65M 0.11%
18,628
+508
79
$1.61M 0.11%
14,762
-678
80
$1.58M 0.11%
73,290
-12,618
81
$1.55M 0.11%
17,201
-151
82
$1.54M 0.11%
24,175
-2,121
83
$1.51M 0.1%
13,815
+3,132
84
$1.45M 0.1%
29,886
-5,125
85
$1.45M 0.1%
21,002
-1,839
86
$1.42M 0.1%
57,534
+1,660
87
$1.4M 0.1%
13,669
+1,666
88
$1.34M 0.09%
+50,995
89
$1.32M 0.09%
21,496
+34
90
$1.32M 0.09%
36,447
+2,980
91
$1.32M 0.09%
51,420
+360
92
$1.3M 0.09%
29,990
-4,406
93
$1.27M 0.09%
+62,253
94
$1.25M 0.09%
14,459
-420
95
$1.24M 0.08%
7,034
96
$1.22M 0.08%
25,340
97
$1.15M 0.08%
47,268
-420
98
$1.07M 0.07%
27,164
+1,320
99
$1.04M 0.07%
19,586
-32,631
100
$1.03M 0.07%
8,265
+26
2 3
4
5 6