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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$402K 0.03%
6,415
177
$396K 0.03%
8,829
+804
178
$393K 0.03%
5,703
179
$381K 0.03%
8,612
-344
180
$375K 0.03%
+10,165
181
$374K 0.03%
2,851
-535
182
$366K 0.03%
11,399
+2,817
183
$360K 0.02%
9,105
184
$359K 0.02%
+7,395
185
$357K 0.02%
18,515
-7,050
186
$354K 0.02%
4,905
187
$354K 0.02%
7,467
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188
$353K 0.02%
2,697
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189
$339K 0.02%
2,619
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190
$334K 0.02%
4,990
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191
$332K 0.02%
1,115
192
$330K 0.02%
8,393
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193
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7,557
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194
$325K 0.02%
2,076
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195
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8,219
-5,394
196
$317K 0.02%
20,600
-150
197
$314K 0.02%
9,974
+41
198
$311K 0.02%
7,438
+1,875
199
$309K 0.02%
11,181
-394
200
$307K 0.02%
3,681
-65
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8
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