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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.13%
32,388
-2,475
77
$2.39M 0.12%
32,960
+744
78
$2.38M 0.12%
38,127
-3,221
79
$2.31M 0.12%
17,217
-462
80
$2.29M 0.12%
31,535
-655
81
$2.28M 0.12%
23,108
-1,188
82
$2.25M 0.12%
56,160
+577
83
$2.12M 0.11%
76,108
+4,335
84
$2.05M 0.1%
21,570
-305
85
$2M 0.1%
46,805
-1,817
86
$1.98M 0.1%
41,807
-664
87
$1.95M 0.1%
11,533
-635
88
$1.95M 0.1%
+73,155
89
$1.94M 0.1%
22,969
-72
90
$1.9M 0.1%
49,606
-8,048
91
$1.89M 0.1%
24,977
-1,252
92
$1.8M 0.09%
11,751
-450
93
$1.73M 0.09%
14,542
-15
94
$1.63M 0.08%
10,508
-35
95
$1.62M 0.08%
15,091
-140
96
$1.56M 0.08%
40,012
+3,756
97
$1.55M 0.08%
7,626
98
$1.55M 0.08%
47,001
-675
99
$1.54M 0.08%
5,030
-125
100
$1.54M 0.08%
34,628
-98
2 3
4
5 6