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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.09%
17,540
-200
102
$1.37M 0.09%
18,635
-285
103
$1.37M 0.09%
15,912
104
$1.37M 0.09%
26,778
-682
105
$1.32M 0.09%
257
-49
106
$1.27M 0.08%
18,041
-77
107
$1.26M 0.08%
42,704
+3,544
108
$1.22M 0.08%
8,476
-5,278
109
$1.19M 0.08%
10,209
+643
110
$1.16M 0.08%
13,285
+2,239
111
$1.14M 0.07%
28,992
-512
112
$1.12M 0.07%
20,346
-1,243
113
$1.11M 0.07%
20,445
+303
114
$1.09M 0.07%
14,284
+2,105
115
$1.09M 0.07%
11,217
116
$1.04M 0.07%
20,044
+37
117
$1.02M 0.07%
18,495
-20
118
$1.01M 0.07%
65,015
+13,544
119
$1.01M 0.07%
9,334
-686
120
$1.01M 0.07%
11,632
+1,255
121
$997K 0.07%
21,830
122
$979K 0.06%
30,203
123
$973K 0.06%
12,406
124
$971K 0.06%
11,865
+1,125
125
$951K 0.06%
13,344
-270
3 4
5
6 7