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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.14%
27,607
-5,290
77
$2.5M 0.14%
44,924
-2,162
78
$2.49M 0.13%
32,190
-1,182
79
$2.23M 0.12%
21,875
-75
80
$2.19M 0.12%
24,296
+7,719
81
$2.14M 0.12%
41,348
+22
82
$2.14M 0.12%
55,583
+4,070
83
$2.13M 0.11%
57,654
-3,058
84
$2.05M 0.11%
42,471
-82
85
$2.05M 0.11%
17,679
-141
86
$1.97M 0.11%
23,041
-393
87
$1.9M 0.1%
12,168
-27
88
$1.86M 0.1%
26,229
+3,515
89
$1.86M 0.1%
71,773
+30,145
90
$1.78M 0.1%
48,622
-3,558
91
$1.76M 0.1%
34,726
+338
92
$1.67M 0.09%
14,557
93
$1.65M 0.09%
12,201
+450
94
$1.57M 0.08%
7,626
+8
95
$1.5M 0.08%
15,231
+17
96
$1.5M 0.08%
10,543
-415
97
$1.5M 0.08%
50,594
-4,167
98
$1.48M 0.08%
5,155
+6
99
$1.4M 0.08%
69,750
-1,600
100
$1.39M 0.08%
23,496
-2,777
2 3
4
5 6