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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$443K 0.03%
40,005
177
$434K 0.02%
3,487
178
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179
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181
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195
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$321K 0.02%
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200
$319K 0.02%
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