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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.02%
3,036
177
$410K 0.02%
9,105
178
$408K 0.02%
5,010
+68
179
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180
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-57
181
$404K 0.02%
15,318
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182
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12,534
-345
183
$388K 0.02%
3,746
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184
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185
$385K 0.02%
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186
$384K 0.02%
3,696
187
$382K 0.02%
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188
$381K 0.02%
8,025
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189
$377K 0.02%
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190
$374K 0.02%
4,905
191
$372K 0.02%
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192
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725,920
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193
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194
$355K 0.02%
12,468
195
$354K 0.02%
6,148
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196
$353K 0.02%
12,417
-8,415
197
$349K 0.02%
17,694
198
$348K 0.02%
2,146
199
$334K 0.02%
8,956
+348
200
$330K 0.02%
2,389
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