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
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$267K 0.01%
1,827
-261
177
$267K 0.01%
3,919
178
$262K 0.01%
3,026
-172
179
$261K 0.01%
1,018
180
$259K 0.01%
17,836
181
$254K 0.01%
5,912
-110
182
$251K 0.01%
2,859
+320
183
$226K 0.01%
6,030
-1,560
184
$225K 0.01%
+8,718
185
$224K 0.01%
9,002
-1,258
186
$222K 0.01%
+1,479
187
$216K 0.01%
+3,970
188
$210K 0.01%
+1,589
189
$210K 0.01%
2,410
190
$209K 0.01%
4,859
-2,721
191
$208K 0.01%
3,752
192
$207K 0.01%
+22,750
193
$202K 0.01%
1,425
+15
194
$202K 0.01%
+2,180
195
$200K 0.01%
5,350
196
$125K 0.01%
11,861
197
– –
-236,025
198
– –
-53,688
199
– –
-11,749
200
– –
-49,451
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8
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