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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$603K 0.05%
+25,514
152
$582K 0.05%
+10,740
153
$574K 0.05%
+12,800
154
$572K 0.05%
+10,996
155
$564K 0.05%
+6,568
156
$553K 0.04%
+8,367
157
$552K 0.04%
+721
158
$545K 0.04%
+6,440
159
$543K 0.04%
+13,306
160
$526K 0.04%
+12,866
161
$514K 0.04%
+43,750
162
$511K 0.04%
+7,760
163
$510K 0.04%
+13,360
164
$506K 0.04%
+20,488
165
$501K 0.04%
+17,555
166
$498K 0.04%
+4,860
167
$495K 0.04%
+5,956
168
$485K 0.04%
+11,195
169
$481K 0.04%
+10,739
170
$478K 0.04%
+10,400
171
$477K 0.04%
+5,764
172
$458K 0.04%
+6,285
173
$458K 0.04%
+9,294
174
$455K 0.04%
+9,047
175
$432K 0.03%
+5,903
5 6
7
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