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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.08%
9,941
+5,781
102
$1.11M 0.08%
11,357
+200
103
$1.08M 0.07%
16,416
-251,398
104
$1.05M 0.07%
15,173
+1,553
105
$1.04M 0.07%
5,244
+11
106
$1.02M 0.07%
17,393
+832
107
$1.02M 0.07%
16,310
+3,792
108
$991K 0.07%
14,426
+8,819
109
$953K 0.07%
9,305
-1,275
110
$944K 0.07%
7,483
-3,079
111
$916K 0.06%
14,464
-38,974
112
$860K 0.06%
29,700
+16,972
113
$853K 0.06%
6,493
-1,082
114
$845K 0.06%
12,743
+2,150
115
$823K 0.06%
15,232
-1,073
116
$805K 0.06%
13,947
+5,414
117
$792K 0.05%
19,615
+19,476
118
$785K 0.05%
12,909
-27,664
119
$777K 0.05%
17,509
-9,434
120
$758K 0.05%
+7,594
121
$738K 0.05%
12,616
-264
122
$728K 0.05%
8,610
+2,302
123
$720K 0.05%
7,837
-4,592
124
$685K 0.05%
17,500
+2,368
125
$677K 0.05%
10,626
+4,590
3 4
5
6 7