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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.07%
14,216
+632
102
$1.01M 0.07%
7,238
-3,384
103
$994K 0.07%
10,558
104
$985K 0.07%
17,548
-814
105
$946K 0.06%
16,462
-48
106
$896K 0.06%
6,495
107
$890K 0.06%
17,311
-206
108
$887K 0.06%
13,203
109
$870K 0.06%
+3,200
110
$868K 0.06%
5,233
111
$866K 0.06%
55,916
112
$863K 0.06%
+43,365
113
$858K 0.06%
10,425
114
$855K 0.06%
12,404
+647
115
$847K 0.06%
15,575
+2,985
116
$829K 0.06%
17,904
117
$825K 0.06%
9,173
-3,002
118
$803K 0.05%
29,800
+17,332
119
$799K 0.05%
10,113
-2,461
120
$786K 0.05%
15,053
-3,809
121
$786K 0.05%
16,252
-915
122
$771K 0.05%
18,356
+3,012
123
$760K 0.05%
7,744
+457
124
$757K 0.05%
12,348
+404
125
$744K 0.05%
9,382
+602
3 4
5
6 7