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
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.07%
29,164
-272
102
$1.22M 0.07%
23,353
-2,296
103
$1.22M 0.07%
13,397
-66
104
$1.21M 0.07%
6,940
105
$1.15M 0.07%
3,902
-370
106
$1.12M 0.07%
16,755
-466
107
$1.12M 0.07%
22,352
108
$1.1M 0.07%
8,024
109
$1.08M 0.06%
9,779
-73
110
$1.08M 0.06%
8,177
-232
111
$1.06M 0.06%
14,864
-468
112
$1.04M 0.06%
1,244
-302
113
$1.04M 0.06%
10,452
114
$1.04M 0.06%
19,773
-234
115
$1.03M 0.06%
18,987
-115
116
$997K 0.06%
9,879
-1,783
117
$997K 0.06%
5,002
118
$968K 0.06%
44,587
-355
119
$959K 0.06%
8,266
120
$958K 0.06%
4,862
121
$955K 0.06%
16,768
-189
122
$941K 0.06%
11,650
123
$856K 0.05%
12,674
-35
124
$836K 0.05%
5,045
125
$832K 0.05%
7,276
-103
3 4
5
6 7