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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.09%
27,366
-52,706
102
$1.4M 0.09%
48,090
+29,490
103
$1.39M 0.09%
26,665
+526
104
$1.28M 0.08%
12,000
+135
105
$1.27M 0.08%
18,315
-320
106
$1.25M 0.08%
11,019
+810
107
$1.24M 0.08%
19,080
-1,266
108
$1.23M 0.08%
17,522
-519
109
$1.22M 0.08%
16,050
-1,490
110
$1.22M 0.08%
14,728
-1,184
111
$1.2M 0.07%
18,275
+8,910
112
$1.17M 0.07%
11,217
113
$1.16M 0.07%
28,280
-34,452
114
$1.14M 0.07%
236
-21
115
$1.11M 0.07%
14,444
+160
116
$1.1M 0.07%
20,341
-104
117
$1.09M 0.07%
39,828
+8,785
118
$1.08M 0.07%
11,794
+2,640
119
$1.08M 0.07%
62,597
-2,418
120
$1.07M 0.07%
37,720
-4,984
121
$1.07M 0.07%
28,892
-100
122
$1.01M 0.06%
8,212
-1,122
123
$1M 0.06%
7,578
-898
124
$994K 0.06%
21,830
125
$992K 0.06%
18,495
3 4
5
6 7