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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.08%
18,196
-593
102
$1.22M 0.08%
50,225
-17,735
103
$1.19M 0.08%
12,970
-988
104
$1.18M 0.08%
14,112
-2,750
105
$1.14M 0.07%
10,293
-4,785
106
$1.12M 0.07%
7,311
-405
107
$1.11M 0.07%
18,310
-650
108
$1.03M 0.07%
14,106
+725
109
$1.02M 0.06%
380,560
-253,600
110
$1.01M 0.06%
18,990
+450
111
$1M 0.06%
14,080
+690
112
$987K 0.06%
19,643
113
$970K 0.06%
14,103
114
$961K 0.06%
12,366
115
$945K 0.06%
14,840
-1,725
116
$886K 0.06%
4,313
-2,648
117
$878K 0.06%
120,000
118
$875K 0.06%
14,351
+110
119
$873K 0.06%
12,909
120
$869K 0.06%
7,434
121
$858K 0.05%
28,192
-760
122
$845K 0.05%
10,239
+754
123
$820K 0.05%
11,519
-154
124
$806K 0.05%
7,821
+445
125
$777K 0.05%
6,343
+255
3 4
5
6 7