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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$873K 0.06%
12,406
127
$867K 0.06%
8,796
+132
128
$837K 0.06%
12,179
+550
129
$837K 0.06%
9,559
+198
130
$831K 0.06%
30,203
131
$830K 0.06%
60,333
-2,126
132
$811K 0.06%
10,377
133
$803K 0.06%
11,880
-5,681
134
$774K 0.06%
11,997
+185
135
$748K 0.06%
27,480
136
$742K 0.05%
13,345
-15
137
$741K 0.05%
21,245
138
$738K 0.05%
4,794
+40
139
$717K 0.05%
17,053
-91
140
$711K 0.05%
10,740
141
$710K 0.05%
51,471
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142
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26,950
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143
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11,862
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144
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8,385
145
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77,025
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146
$651K 0.05%
2,710
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147
$640K 0.05%
6,947
-603
148
$630K 0.05%
8,175
-192
149
$620K 0.05%
17,305
-2,255
150
$618K 0.05%
17,997
-565
4 5
6
7 8