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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$955K 0.05%
10,055
-85
102
$945K 0.05%
12,337
-876
103
$941K 0.05%
1,546
104
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6,604
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105
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9,841
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106
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17,122
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107
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108
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109
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110
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111
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112
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113
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30,675
+24,735
114
$731K 0.04%
12,963
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115
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117
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118
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119
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120
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4,251
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121
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7,653
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122
$647K 0.04%
55,556
123
$641K 0.04%
7,743
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124
$635K 0.04%
3,860
+173
125
$607K 0.03%
2,048
3 4
5
6 7