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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.08%
15,830
-7,755
102
$1.38M 0.08%
+37,205
103
$1.33M 0.08%
16,050
104
$1.29M 0.08%
29,787
-8,589
105
$1.28M 0.07%
24,122
+17,666
106
$1.25M 0.07%
11,625
-375
107
$1.24M 0.07%
+38,056
108
$1.22M 0.07%
208
-28
109
$1.21M 0.07%
18,045
-270
110
$1.2M 0.07%
14,485
+41
111
$1.2M 0.07%
20,477
+136
112
$1.19M 0.07%
10,089
-930
113
$1.13M 0.07%
13,732
+480
114
$1.13M 0.07%
+48,704
115
$1.12M 0.07%
28,892
116
$1.11M 0.07%
36,860
-860
117
$1.1M 0.06%
8,116
-96
118
$1.08M 0.06%
12,852
+1,150
119
$1.07M 0.06%
12,256
-85
120
$1.06M 0.06%
723
-9
121
$1.04M 0.06%
8,720
122
$1.03M 0.06%
39,053
-775
123
$1.03M 0.06%
21,530
-300
124
$1.02M 0.06%
9,390
-9,000
125
$1.02M 0.06%
6,740
-838
3 4
5
6 7