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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.14%
43,776
77
$2.43M 0.14%
18,482
+589
78
$2.29M 0.13%
77,552
-2,658
79
$2.27M 0.13%
53,360
-315
80
$2.22M 0.13%
22,668
+774
81
$2.21M 0.13%
58,920
-4,102
82
$1.99M 0.12%
23,634
-78
83
$1.95M 0.11%
18,385
-444
84
$1.94M 0.11%
14,738
+41
85
$1.91M 0.11%
42,853
+174
86
$1.84M 0.11%
34,934
87
$1.75M 0.1%
55,645
-3,182
88
$1.74M 0.1%
15,314
-65
89
$1.59M 0.09%
12,195
-75
90
$1.56M 0.09%
15,172
-232
91
$1.49M 0.09%
46,376
92
$1.47M 0.09%
61,371
-612
93
$1.46M 0.09%
24,422
-620
94
$1.43M 0.08%
7,618
95
$1.41M 0.08%
11,766
96
$1.37M 0.08%
12,162
-808
97
$1.37M 0.08%
10,373
98
$1.35M 0.08%
10,195
+100
99
$1.33M 0.08%
14,563
-1,877
100
$1.31M 0.08%
15,155
-180
2 3
4
5 6