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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.08%
9,665
-530
102
$1.32M 0.07%
5,149
103
$1.28M 0.07%
10,307
-126
104
$1.26M 0.07%
21,162
-3,260
105
$1.25M 0.07%
49,620
-11,751
106
$1.24M 0.07%
13,755
-193
107
$1.22M 0.07%
6,299
-742
108
$1.2M 0.07%
18,836
+783
109
$1.19M 0.07%
14,355
-800
110
$1.18M 0.07%
12,778
-1,785
111
$1.08M 0.06%
11,989
-340
112
$1.07M 0.06%
15,886
+285
113
$1.07M 0.06%
1,821
114
$1.06M 0.06%
17,400
-1,590
115
$1.03M 0.06%
13,799
-4,112
116
$1.03M 0.06%
+41,628
117
$1M 0.06%
11,300
-10
118
$991K 0.06%
12,714
-195
119
$985K 0.06%
7,709
-892
120
$956K 0.05%
14,516
+60
121
$953K 0.05%
4,293
122
$951K 0.05%
17,159
-2,114
123
$945K 0.05%
261,560
-30,000
124
$944K 0.05%
27,592
-600
125
$941K 0.05%
17,349
-1,402
3 4
5
6 7