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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.07%
13,603
+14
102
$1.01M 0.07%
15,107
+57
103
$1M 0.06%
5,311
+15
104
$993K 0.06%
+7,586
105
$986K 0.06%
28,956
-1,224
106
$970K 0.06%
10,500
-1,347
107
$945K 0.06%
26,045
-4,561
108
$929K 0.06%
7,335
-1,256
109
$908K 0.06%
19,872
-896
110
$904K 0.06%
9,839
-2
111
$879K 0.06%
3,589
-1,000
112
$874K 0.06%
1,546
113
$860K 0.06%
3,743
-21,837
114
$858K 0.06%
14,356
+2,019
115
$836K 0.05%
4,403
+2,482
116
$805K 0.05%
+11,650
117
$797K 0.05%
4,957
-20
118
$787K 0.05%
13,222
-1,938
119
$785K 0.05%
5,940
-2,136
120
$773K 0.05%
17,122
121
$771K 0.05%
6,594
-10
122
$763K 0.05%
5,411
-545
123
$742K 0.05%
14,220
-53,736
124
$715K 0.05%
+23,975
125
$708K 0.05%
+14,052
3 4
5
6 7