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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$446K 0.03%
8,030
+230
177
$430K 0.03%
8,640
-4,160
178
$425K 0.03%
4,761
-1,679
179
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8,615
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180
$417K 0.03%
9,615
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181
$416K 0.03%
4,909
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182
$414K 0.03%
13,189
+696
183
$409K 0.03%
11,505
-1,855
184
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185
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5,000
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186
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15,003
-25
187
$403K 0.03%
27,527
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188
$397K 0.03%
4,975
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189
$393K 0.03%
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190
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191
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192
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193
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194
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195
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3,636
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196
$375K 0.03%
9,615
197
$375K 0.03%
6,520
198
$370K 0.03%
5,056
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199
$361K 0.03%
9,569
200
$349K 0.03%
8,582
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