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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.14%
18,018
-655
77
$1.96M 0.13%
15,557
-383
78
$1.91M 0.13%
23,825
+759
79
$1.9M 0.12%
61,843
+11,556
80
$1.88M 0.12%
34,788
+313
81
$1.84M 0.12%
40,050
-1,022
82
$1.83M 0.12%
24,063
-6,835
83
$1.78M 0.12%
120,000
84
$1.76M 0.12%
17,703
-5,832
85
$1.71M 0.11%
67,960
+31,760
86
$1.7M 0.11%
43,279
-266
87
$1.68M 0.11%
15,078
-1,239
88
$1.67M 0.11%
30,624
-10,265
89
$1.66M 0.11%
17,045
+1,264
90
$1.65M 0.11%
13,102
-1,616
91
$1.6M 0.11%
52,341
-1,927
92
$1.56M 0.1%
12,325
-1,240
93
$1.49M 0.1%
62,154
+15
94
$1.43M 0.09%
15,379
+776
95
$1.42M 0.09%
46,444
+4,508
96
$1.39M 0.09%
16,200
-230
97
$1.38M 0.09%
6,961
-240
98
$1.36M 0.09%
11,166
+1,375
99
$1.36M 0.09%
13,958
+2,417
100
$1.33M 0.09%
20,869
+6,284
2 3
4
5 6