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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.13%
43,756
+9,580
77
$2.11M 0.12%
49,084
-190
78
$2.09M 0.12%
19,103
-3,288
79
$1.95M 0.12%
20,690
-4,245
80
$1.92M 0.11%
17,333
+3,086
81
$1.9M 0.11%
74,051
-14,311
82
$1.6M 0.09%
4,199
+795
83
$1.59M 0.09%
48,525
+24,550
84
$1.53M 0.09%
18,128
+16
85
$1.44M 0.09%
17,902
+666
86
$1.43M 0.08%
19,042
-4,280
87
$1.42M 0.08%
17,243
+257
88
$1.42M 0.08%
43,653
-1,545
89
$1.4M 0.08%
17,124
+2,017
90
$1.33M 0.08%
7,571
+2,160
91
$1.31M 0.08%
10,549
+743
92
$1.3M 0.08%
7,707
+600
93
$1.3M 0.08%
5,526
+215
94
$1.29M 0.08%
10,632
+165
95
$1.29M 0.08%
26,606
-180
96
$1.28M 0.08%
25,649
-396
97
$1.28M 0.08%
11,662
+1,162
98
$1.22M 0.07%
10,439
+4,422
99
$1.2M 0.07%
13,626
-440
100
$1.18M 0.07%
17,221
+2,865
2 3
4
5 6