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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.08%
55,405
-14,345
102
$1.46M 0.07%
22,901
-595
103
$1.45M 0.07%
49,531
-1,063
104
$1.45M 0.07%
8,696
+456
105
$1.42M 0.07%
14,234
-125
106
$1.42M 0.07%
6,194
-110
107
$1.4M 0.07%
20,114
-747
108
$1.37M 0.07%
18,335
-418
109
$1.36M 0.07%
18,352
+1,821
110
$1.32M 0.07%
13,745
+55
111
$1.28M 0.07%
8,721
-50
112
$1.27M 0.07%
4,311
-159
113
$1.26M 0.06%
19,292
-3,143
114
$1.21M 0.06%
12,313
115
$1.18M 0.06%
11,187
-307
116
$1.16M 0.06%
9,582
-169
117
$1.14M 0.06%
236,160
+4,200
118
$1.14M 0.06%
12,254
+745
119
$1.12M 0.06%
16,042
-531
120
$1.11M 0.06%
7,347
-505
121
$1.1M 0.06%
11,297
-532
122
$1.06M 0.05%
9,045
-1,298
123
$1.05M 0.05%
27,552
-40
124
$1.04M 0.05%
7,234
125
$1.03M 0.05%
6,562
-330
3 4
5
6 7