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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.14%
63,022
-17,122
77
$2.15M 0.14%
53,675
-4,612
78
$1.95M 0.12%
18,829
+1,784
79
$1.89M 0.12%
58,827
-3,016
80
$1.74M 0.11%
23,712
-113
81
$1.68M 0.11%
34,934
+146
82
$1.68M 0.11%
14,697
-860
83
$1.64M 0.1%
42,679
-600
84
$1.63M 0.1%
21,894
-2,169
85
$1.6M 0.1%
15,379
86
$1.46M 0.09%
16,440
+240
87
$1.45M 0.09%
15,404
-2,299
88
$1.43M 0.09%
61,983
-171
89
$1.4M 0.09%
25,042
-5,582
90
$1.39M 0.09%
46,376
-68
91
$1.38M 0.09%
11,766
+600
92
$1.37M 0.09%
5,904
93
$1.34M 0.09%
37,005
-3,045
94
$1.34M 0.08%
15,335
+330
95
$1.32M 0.08%
12,270
-55
96
$1.32M 0.08%
7,618
97
$1.24M 0.08%
20,136
-733
98
$1.24M 0.08%
10,373
+49
99
$1.24M 0.08%
12,341
-761
100
$1.24M 0.08%
10,095
-75
2 3
4
5 6