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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.08%
19,275
+881
77
$1.52M 0.08%
17,904
-185
78
$1.47M 0.08%
18,055
+13,545
79
$1.46M 0.08%
4,589
-435
80
$1.42M 0.08%
45,201
-885
81
$1.36M 0.08%
46,878
-300
82
$1.36M 0.08%
11,847
+1,322
83
$1.32M 0.07%
15,050
-73
84
$1.29M 0.07%
13,589
-190
85
$1.29M 0.07%
8,076
-224
86
$1.25M 0.07%
178,040
+7,000
87
$1.24M 0.07%
12,525
-15,949
88
$1.23M 0.07%
29,954
-6,749
89
$1.22M 0.07%
10,957
90
$1.21M 0.07%
8,591
+700
91
$1.18M 0.07%
5,296
-96
92
$1.17M 0.06%
14,186
-50
93
$1.1M 0.06%
20,768
-1,370
94
$1.09M 0.06%
9,582
+363
95
$1.07M 0.06%
4,977
-1,003
96
$1.07M 0.06%
30,180
-1,925
97
$1.05M 0.06%
5,837
-55
98
$1.02M 0.06%
7,985
-86
99
$1.01M 0.06%
15,160
+214
100
$1.01M 0.06%
5,956
+475
2 3
4
5 6