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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.06%
25,844
-1,935
102
$1.07M 0.06%
18,862
-2,551
103
$1.07M 0.06%
16,510
104
$1.06M 0.06%
+16,990
105
$1.05M 0.06%
17,167
+265
106
$1.04M 0.06%
12,175
-7,215
107
$1.04M 0.06%
+55,916
108
$1.02M 0.06%
18,362
-5,407
109
$1.02M 0.06%
13,203
+523
110
$1.01M 0.06%
10,558
-300
111
$963K 0.06%
7,322
-2,650
112
$957K 0.06%
10,425
113
$956K 0.06%
8,239
-33
114
$937K 0.05%
17,904
-22
115
$920K 0.05%
6,495
-80
116
$917K 0.05%
12,574
-649
117
$902K 0.05%
17,517
-385
118
$887K 0.05%
13,566
+97
119
$853K 0.05%
7,287
-191
120
$853K 0.05%
25,359
-357
121
$836K 0.05%
17,321
-3,448
122
$830K 0.05%
5,233
123
$830K 0.05%
2,431
124
$787K 0.05%
11,757
-518
125
$785K 0.05%
13,613
-578
3 4
5
6 7