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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.11%
+39,748
102
$1.32M 0.11%
+58,845
103
$1.26M 0.1%
+11,371
104
$1.25M 0.1%
+13,444
105
$1.24M 0.1%
+17,131
106
$1.24M 0.1%
+23,101
107
$1.22M 0.1%
+317
108
$1.21M 0.1%
+30,016
109
$1.18M 0.09%
+54,088
110
$1.15M 0.09%
+37,533
111
$1.14M 0.09%
+17,561
112
$1.09M 0.09%
+10,065
113
$1.08M 0.09%
+18,535
114
$1.08M 0.09%
+17,798
115
$1.05M 0.08%
+19,740
116
$1.05M 0.08%
+22,701
117
$1.03M 0.08%
+11,864
118
$1.01M 0.08%
+12,118
119
$1M 0.08%
+11,217
120
$956K 0.08%
+19,187
121
$941K 0.08%
+21,830
122
$909K 0.07%
+21,368
123
$898K 0.07%
+28,204
124
$832K 0.07%
+62,459
125
$793K 0.06%
+30,203
3 4
5
6 7