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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.03%
2,043
-803
177
$389K 0.03%
5,812
-155
178
$384K 0.03%
14,448
179
$371K 0.02%
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-100
180
$355K 0.02%
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181
$351K 0.02%
2,791
182
$347K 0.02%
2,775
183
$344K 0.02%
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184
$343K 0.02%
7,279
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185
$342K 0.02%
6,695
186
$333K 0.02%
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187
$325K 0.02%
3,981
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188
$323K 0.02%
4,036
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189
$319K 0.02%
3,593
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190
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+2,290
191
$313K 0.02%
2,989
192
$311K 0.02%
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193
$304K 0.02%
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194
$304K 0.02%
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195
$303K 0.02%
7,231
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196
$299K 0.02%
3,260
197
$295K 0.02%
3,378
198
$294K 0.02%
+7,618
199
$290K 0.02%
1,653
200
$284K 0.02%
3,575
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