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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$320K 0.02%
+2,507
177
$312K 0.02%
+3,485
178
$307K 0.02%
2,330
-84
179
$304K 0.02%
3,290
-1,545
180
$302K 0.02%
4,705
-13,350
181
$301K 0.02%
2,110
182
$299K 0.02%
5,737
-718
183
$298K 0.02%
3,287
-1,139
184
$296K 0.02%
2,470
-379
185
$285K 0.02%
1,892
186
$284K 0.02%
12,360
187
$281K 0.02%
5,260
-16
188
$280K 0.02%
2,794
-5,163
189
$278K 0.02%
4,464
-330
190
$277K 0.02%
1,733
-674
191
$272K 0.02%
1,038
-376
192
$267K 0.02%
1,600
193
$267K 0.02%
3,000
194
$264K 0.02%
5,169
-360
195
$260K 0.02%
3,281
-2,795
196
$260K 0.02%
+4,575
197
$257K 0.02%
1,668
-366
198
$252K 0.02%
6,070
-1,666
199
$243K 0.02%
6,743
-1,858
200
$238K 0.02%
229
-71
6 7
8
9 10