CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.13%
19,119
-88
77
$2.09M 0.13%
27,825
-1,596
78
$2.04M 0.12%
74,096
+45
79
$2.03M 0.12%
37,101
-1,000
80
$2.02M 0.12%
17,569
-1,534
81
$1.97M 0.12%
43,539
-811
82
$1.9M 0.11%
8,318
-2,134
83
$1.82M 0.11%
19,694
-996
84
$1.61M 0.1%
43,653
85
$1.55M 0.09%
17,882
-20
86
$1.53M 0.09%
4,199
87
$1.52M 0.09%
18,078
-50
88
$1.48M 0.09%
19,152
+110
89
$1.41M 0.08%
16,124
-1,000
90
$1.4M 0.08%
7,698
-9
91
$1.39M 0.08%
10,424
-125
92
$1.38M 0.08%
7,446
-125
93
$1.34M 0.08%
5,081
-445
94
$1.33M 0.08%
17,194
-49
95
$1.32M 0.08%
10,439
96
$1.28M 0.08%
8,118
+532
97
$1.28M 0.08%
26,575
-31
98
$1.25M 0.07%
27,892
+800
99
$1.24M 0.07%
10,202
-430
100
$1.24M 0.07%
13,566
-60
2 3
4
5 6