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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.07%
+14,552
102
$1.28M 0.07%
17,911
-285
103
$1.24M 0.07%
10,433
-1,908
104
$1.22M 0.07%
5,149
-755
105
$1.22M 0.07%
+18,725
106
$1.19M 0.07%
18,053
+3,950
107
$1.17M 0.07%
13,948
-158
108
$1.17M 0.07%
17,970
-340
109
$1.14M 0.07%
7,041
-270
110
$1.14M 0.07%
21,383
+11,634
111
$1.14M 0.07%
19,273
-863
112
$1.14M 0.07%
12,910
+8,765
113
$1.13M 0.07%
14,456
+344
114
$1.09M 0.06%
18,990
115
$1.03M 0.06%
8,601
-1,692
116
$1.03M 0.06%
14,785
-55
117
$1.02M 0.06%
15,601
+1,250
118
$1.02M 0.06%
12,350
-1,730
119
$982K 0.06%
12,329
-37
120
$971K 0.06%
18,751
-892
121
$954K 0.06%
12,909
122
$929K 0.05%
4,293
-20
123
$927K 0.05%
28,192
124
$916K 0.05%
6,448
-50
125
$911K 0.05%
11,310
-209
3 4
5
6 7