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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$766K 0.04%
15,344
+418
127
$759K 0.04%
11,944
+444
128
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-346
129
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130
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11,512
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131
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132
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6,388
133
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11,188
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134
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136
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137
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138
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139
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140
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141
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144
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145
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146
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35,215
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147
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6,170
148
$589K 0.03%
4,542
-158
149
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5,078
-4,028
150
$589K 0.03%
+3,386
4 5
6
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