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
$1.87B
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.7M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$6.62M

Top Sells

1
+$21.1M
2
+$16.4M
3
+$15.7M
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$14.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.7M

Sector Composition

1 Technology 3.95%
2 Healthcare 3.52%
3 Industrials 3.32%
4 Financials 3.25%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.12%
16,405
-812
77
$2.13M 0.11%
11,133
-400
78
$2.11M 0.11%
14,395
-8,389
79
$2.07M 0.11%
20,604
-966
80
$2.04M 0.11%
31,145
-390
81
$2.01M 0.11%
49,276
-330
82
$1.99M 0.11%
34,936
-9,575
83
$1.94M 0.1%
26,135
+1,158
84
$1.76M 0.09%
5,030
85
$1.75M 0.09%
22,625
-344
86
$1.72M 0.09%
14,425
-117
87
$1.68M 0.09%
7,621
-5
88
$1.68M 0.09%
34,388
-240
89
$1.66M 0.09%
10,308
-200
90
$1.62M 0.09%
43,455
-3,350
91
$1.6M 0.09%
39,300
-712
92
$1.58M 0.08%
31,246
-18,085
93
$1.53M 0.08%
21,386
-11,002
94
$1.53M 0.08%
4,661
+350
95
$1.51M 0.08%
15,078
-13
96
$1.45M 0.08%
19,731
+1,379
97
$1.38M 0.07%
6,045
-149
98
$1.36M 0.07%
8,691
-5
99
$1.33M 0.07%
44,946
-2,055
100
$1.32M 0.07%
13,827
-407
2 3
4
5 6