CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$546K 0.03%
10,129
+1,270
152
$543K 0.03%
13,753
153
$541K 0.03%
1,511
154
$534K 0.03%
8,510
155
$528K 0.03%
9,456
156
$524K 0.03%
11,343
-79
157
$520K 0.03%
12,683
+1,118
158
$516K 0.03%
15,522
-75
159
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2,206
-196
160
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2,833
161
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1,044
-8
162
$487K 0.03%
18,873
163
$477K 0.03%
5,796
164
$474K 0.03%
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165
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1,292
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166
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167
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168
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169
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1,832
170
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5,180
171
$413K 0.02%
11,530
172
$409K 0.02%
4,575
173
$399K 0.02%
3,635
174
$395K 0.02%
4,988
175
$394K 0.02%
2,933
-55
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7
8 9