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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$400K 0.02%
1,921
152
$394K 0.02%
1,676
+70
153
$393K 0.02%
2,961
-15
154
$389K 0.02%
4,426
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155
$380K 0.02%
7,736
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156
$378K 0.02%
+2,034
157
$371K 0.02%
4,794
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158
$365K 0.02%
9,332
159
$362K 0.02%
+2,414
160
$357K 0.02%
300
161
$355K 0.02%
1,892
162
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4,878
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163
$341K 0.02%
6,455
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164
$325K 0.02%
3,211
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165
$324K 0.02%
1,600
166
$321K 0.02%
5,529
167
$318K 0.02%
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168
$315K 0.02%
2,246
169
$314K 0.02%
5,276
170
$306K 0.02%
1,201
171
$301K 0.02%
2,110
172
$286K 0.02%
12,360
173
$284K 0.02%
6,003
174
$271K 0.02%
3,000
-44
175
$268K 0.01%
1,196
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7
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