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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.15%
18,673
77
$2.12M 0.15%
19,863
+458
78
$2M 0.14%
27,798
+2,164
79
$1.82M 0.13%
+120,000
80
$1.79M 0.12%
43,643
+8,625
81
$1.75M 0.12%
34,515
+7,951
82
$1.73M 0.12%
16,693
-9,468
83
$1.66M 0.11%
56,076
+2,288
84
$1.65M 0.11%
10,906
+2,309
85
$1.56M 0.11%
52,577
-15,295
86
$1.53M 0.11%
18,725
-8,808
87
$1.51M 0.1%
20,512
-9,753
88
$1.49M 0.1%
29,231
-12,927
89
$1.48M 0.1%
28,800
-5,820
90
$1.46M 0.1%
14,741
+2,167
91
$1.41M 0.1%
61,962
-39,147
92
$1.33M 0.09%
13,484
-1,946
93
$1.33M 0.09%
+61,193
94
$1.33M 0.09%
7,034
95
$1.3M 0.09%
16,300
-25,681
96
$1.27M 0.09%
11,100
-8,660
97
$1.25M 0.09%
20,468
-20,388
98
$1.25M 0.09%
16,442
+4,073
99
$1.17M 0.08%
10,924
-669
100
$1.16M 0.08%
15,484
+10,057
2 3
4
5 6