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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.1%
38,834
-570
102
$1.33M 0.1%
+39,987
103
$1.33M 0.1%
14,668
+1,224
104
$1.3M 0.1%
13,798
-3,821
105
$1.28M 0.09%
10,065
106
$1.26M 0.09%
18,118
+320
107
$1.24M 0.09%
18,920
-3,075
108
$1.22M 0.09%
36,653
-880
109
$1.16M 0.09%
17,740
-2,000
110
$1.1M 0.08%
9,566
-1,805
111
$1.09M 0.08%
10,020
-2,098
112
$1.07M 0.08%
29,504
+1,300
113
$1.06M 0.08%
21,589
-1,112
114
$1.04M 0.08%
11,217
115
$1.03M 0.08%
20,142
+955
116
$1.02M 0.08%
18,515
-20
117
$989K 0.07%
39,160
-14,928
118
$989K 0.07%
25,716
-4,300
119
$959K 0.07%
21,830
120
$956K 0.07%
11,046
-818
121
$932K 0.07%
20,007
-1,361
122
$931K 0.07%
20,477
-11,597
123
$894K 0.07%
13,614
+2,190
124
$891K 0.07%
34,253
-5,495
125
$888K 0.07%
20,650
-2,451
3 4
5
6 7