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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.09%
16,862
-100
102
$1.28M 0.08%
7,716
-895
103
$1.26M 0.08%
5,904
+660
104
$1.22M 0.08%
10,170
+930
105
$1.2M 0.08%
10,324
-600
106
$1.19M 0.08%
18,789
+1,970
107
$1.18M 0.08%
7,618
+1,500
108
$1.13M 0.07%
16,565
+1,420
109
$1.13M 0.07%
18,960
-1,517
110
$1.11M 0.07%
17,023
-672
111
$1.09M 0.07%
634,160
+1,000
112
$1.08M 0.07%
15,005
113
$1.04M 0.07%
19,643
-825
114
$1.01M 0.07%
7,873
115
$1.01M 0.07%
11,673
-311
116
$995K 0.07%
14,103
-323
117
$967K 0.06%
13,390
+1,260
118
$922K 0.06%
18,540
-9,980
119
$881K 0.06%
28,952
120
$868K 0.06%
12,909
121
$867K 0.06%
14,241
-400
122
$861K 0.06%
12,366
-90
123
$823K 0.05%
9,485
+620
124
$821K 0.05%
13,381
+45
125
$776K 0.05%
3,368
+966
3 4
5
6 7