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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.07%
36,256
-8,488
102
$1.32M 0.07%
22,435
-5,278
103
$1.31M 0.07%
20,861
-301
104
$1.28M 0.07%
11,494
-323
105
$1.26M 0.07%
6,304
+5
106
$1.24M 0.07%
47,676
-1,944
107
$1.22M 0.07%
8,240
-1,425
108
$1.22M 0.07%
14,359
+4
109
$1.19M 0.06%
8,771
+1,062
110
$1.19M 0.06%
18,753
-83
111
$1.18M 0.06%
10,343
+36
112
$1.17M 0.06%
16,531
+645
113
$1.15M 0.06%
12,313
-465
114
$1.15M 0.06%
9,751
-2,517
115
$1.14M 0.06%
4,470
+5
116
$1.13M 0.06%
1,811
-10
117
$1.13M 0.06%
11,829
-160
118
$1.11M 0.06%
7,852
+481
119
$1.08M 0.06%
13,690
-65
120
$1.04M 0.06%
231,960
-29,600
121
$1.01M 0.05%
15,724
-1,676
122
$1.01M 0.05%
14,436
-80
123
$992K 0.05%
16,573
-776
124
$992K 0.05%
13,435
125
$989K 0.05%
27,592
3 4
5
6 7