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
176
$431K 0.03%
+8,193
177
$418K 0.03%
+9,621
178
$413K 0.03%
+3,271
179
$406K 0.03%
+25,578
180
$402K 0.03%
+7,800
181
$400K 0.03%
+14,501
182
$394K 0.03%
+4,356
183
$384K 0.03%
+4,495
184
$383K 0.03%
+6,706
185
$380K 0.03%
+6,849
186
$378K 0.03%
+4,734
187
$376K 0.03%
+9,615
188
$376K 0.03%
+9,569
189
$374K 0.03%
+13,000
190
$368K 0.03%
+6,520
191
$367K 0.03%
+15,028
192
$363K 0.03%
+3,674
193
$359K 0.03%
+1,544
194
$358K 0.03%
+13,059
195
$356K 0.03%
+12,493
196
$355K 0.03%
+13,840
197
$355K 0.03%
+4,384
198
$353K 0.03%
+5,321
199
$347K 0.03%
+10,132
200
$343K 0.03%
+26,819
6 7
8
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