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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$697K 0.04%
+7,802
127
$690K 0.04%
6,847
-1,138
128
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5,750
-295
129
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130
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131
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132
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10,579
133
$622K 0.04%
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134
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135
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136
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137
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138
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$565K 0.04%
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140
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141
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146
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147
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-1,373
148
$532K 0.03%
159,480
-18,560
149
$515K 0.03%
+15,505
150
$515K 0.03%
+8,305
4 5
6
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