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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.05%
15,454
-270
127
$976K 0.05%
7,244
128
$966K 0.05%
3,938
129
$958K 0.05%
1,546
-265
130
$936K 0.05%
11,595
131
$912K 0.05%
6,721
+634
132
$897K 0.05%
6,190
-65
133
$864K 0.04%
10,592
+392
134
$836K 0.04%
10,244
-3,191
135
$832K 0.04%
12,345
-2,091
136
$831K 0.04%
5,633
-755
137
$824K 0.04%
11,499
+425
138
$822K 0.04%
10,179
-1,100
139
$818K 0.04%
4,822
-55
140
$810K 0.04%
11,338
-1,032
141
$753K 0.04%
8,304
142
$751K 0.04%
5,223
-1,017
143
$746K 0.04%
4,229
-1,290
144
$741K 0.04%
19,510
-1,765
145
$739K 0.04%
5,940
146
$734K 0.04%
14,036
147
$709K 0.04%
55,556
148
$707K 0.04%
12,878
-2,008
149
$706K 0.04%
8,674
150
$705K 0.04%
8,500
-2,155
4 5
6
7 8