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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$778K 0.06%
+103,575
127
$772K 0.06%
+17,144
128
$769K 0.06%
+30,919
129
$761K 0.06%
+19,560
130
$756K 0.06%
+12,406
131
$746K 0.06%
+11,812
132
$735K 0.06%
+21,245
133
$734K 0.06%
+8,664
134
$733K 0.06%
+9,361
135
$730K 0.06%
+11,629
136
$729K 0.06%
+11,424
137
$704K 0.06%
+54,757
138
$701K 0.06%
+3,485
139
$699K 0.06%
+27,480
140
$697K 0.06%
+4,754
141
$693K 0.06%
+10,377
142
$668K 0.05%
+16,628
143
$666K 0.05%
+13,360
144
$654K 0.05%
+8,385
145
$650K 0.05%
+12,462
146
$649K 0.05%
+18,562
147
$639K 0.05%
+7,550
148
$629K 0.05%
+17,700
149
$614K 0.05%
+15,000
150
$603K 0.05%
+13,361
4 5
6
7 8