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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.12%
+49,274
77
$1.85M 0.12%
10,865
-241
78
$1.66M 0.11%
+53,392
79
$1.65M 0.11%
34,508
+280
80
$1.6M 0.1%
24,935
-2,237
81
$1.59M 0.1%
10,167
-75
82
$1.56M 0.1%
+11,691
83
$1.56M 0.1%
14,247
-360
84
$1.5M 0.1%
+23,322
85
$1.49M 0.1%
34,176
-4,896
86
$1.4M 0.09%
45,198
-3
87
$1.34M 0.09%
18,112
+208
88
$1.26M 0.08%
27,154
-40,716
89
$1.21M 0.08%
18,428
-56,969
90
$1.17M 0.08%
17,783
-1,492
91
$1.16M 0.07%
42,011
-4,867
92
$1.14M 0.07%
17,236
-666
93
$1.14M 0.07%
16,986
-1,054
94
$1.12M 0.07%
7,107
-511
95
$1.12M 0.07%
9,806
+224
96
$1.11M 0.07%
10,229
-1,476
97
$1.1M 0.07%
26,786
-3,168
98
$1.1M 0.07%
3,404
-795
99
$1.04M 0.07%
10,467
-490
100
$1.03M 0.07%
14,066
-120
2 3
4
5 6