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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.08%
7,034
102
$1.26M 0.07%
12,029
-545
103
$1.25M 0.07%
58,949
+6,907
104
$1.24M 0.07%
47,848
-5,940
105
$1.2M 0.07%
21,413
-19,160
106
$1.15M 0.07%
27,779
+836
107
$1.14M 0.06%
10,683
-640
108
$1.06M 0.06%
13,511
-109
109
$1.05M 0.06%
16,902
-274
110
$1.04M 0.06%
20,769
-827
111
$1.03M 0.06%
10,311
+2,521
112
$1.03M 0.06%
3,457
+678
113
$1.02M 0.06%
13,223
-377
114
$1.02M 0.06%
9,972
-4,411
115
$1.01M 0.06%
10,425
-155
116
$1.01M 0.06%
9,106
-6,200
117
$1M 0.06%
53,960
-7,980
118
$1M 0.06%
10,858
-735
119
$994K 0.06%
+5,171
120
$961K 0.05%
8,272
-325
121
$934K 0.05%
16,510
-51
122
$932K 0.05%
12,680
-200
123
$923K 0.05%
13,469
-2,560
124
$918K 0.05%
17,926
+324
125
$913K 0.05%
12,275
-94
3 4
5
6 7