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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.13%
52,180
-1,180
77
$2.19M 0.12%
60,712
-1,460
78
$2.13M 0.12%
42,553
-300
79
$2.11M 0.12%
21,950
-718
80
$2M 0.11%
51,513
-7,407
81
$1.94M 0.11%
17,820
-565
82
$1.93M 0.11%
23,434
-200
83
$1.85M 0.1%
34,388
-546
84
$1.78M 0.1%
12,195
85
$1.66M 0.09%
71,350
-6,202
86
$1.62M 0.09%
15,214
-100
87
$1.61M 0.09%
16,945
+4,035
88
$1.58M 0.09%
12,268
-2,470
89
$1.57M 0.09%
14,557
-615
90
$1.57M 0.09%
44,744
-1,632
91
$1.56M 0.09%
54,761
-884
92
$1.55M 0.09%
22,714
+3,989
93
$1.52M 0.09%
10,958
+585
94
$1.51M 0.09%
7,618
95
$1.5M 0.08%
12,685
-10,838
96
$1.49M 0.08%
16,577
+2,025
97
$1.45M 0.08%
11,751
-15
98
$1.45M 0.08%
27,713
-23,929
99
$1.44M 0.08%
26,273
+4,890
100
$1.39M 0.08%
11,817
-345
2 3
4
5 6