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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$737K 0.05%
15,475
+149
127
$736K 0.05%
+7,909
128
$729K 0.05%
23,805
129
$729K 0.05%
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+2,040
130
$701K 0.05%
7,861
+1,691
131
$700K 0.05%
+22,230
132
$662K 0.05%
8,914
133
$652K 0.04%
25,360
+1
134
$639K 0.04%
22,278
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135
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6,388
136
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11,273
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137
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11,024
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138
$615K 0.04%
55,556
139
$606K 0.04%
38,906
+3,691
140
$604K 0.04%
18,388
-24,303
141
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142
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143
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144
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145
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146
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147
$545K 0.04%
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148
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5,485
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149
$527K 0.04%
1,851
-580
150
$524K 0.04%
6,472
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4 5
6
7 8