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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$895K 0.05%
36,768
-2,370
127
$894K 0.05%
14,059
-1,204
128
$892K 0.05%
6,575
-1,000
129
$867K 0.05%
+35,365
130
$857K 0.05%
13,474
+6,199
131
$856K 0.05%
14,191
132
$842K 0.05%
5,233
133
$834K 0.05%
25,716
-1,486
134
$824K 0.05%
9,759
135
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13,728
-4
136
$799K 0.05%
2,431
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137
$778K 0.04%
15,672
-633
138
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139
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16,610
-36,650
140
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141
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143
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55,556
144
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9,265
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145
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146
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14,926
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147
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5,771
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148
$663K 0.04%
6,388
-5,868
149
$647K 0.04%
23,805
150
$638K 0.04%
10,363
+1,830
4 5
6
7 8