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
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K 0.02%
2,870
-50
177
$389K 0.02%
2,242
-124
178
$380K 0.02%
3,324
179
$376K 0.02%
2,507
180
$375K 0.02%
4,924
-5
181
$358K 0.02%
2,137
-6
182
$357K 0.02%
6,068
-534
183
$351K 0.02%
1,666
184
$347K 0.02%
4,705
-35
185
$346K 0.02%
3,000
186
$340K 0.02%
4,153
187
$318K 0.02%
5,169
188
$316K 0.02%
8,446
-15,410
189
$311K 0.02%
1,668
190
$310K 0.02%
1,892
191
$308K 0.02%
3,525
192
$307K 0.02%
7,729
-99
193
$306K 0.02%
1,496
194
$303K 0.02%
600
195
$292K 0.02%
4,794
196
$290K 0.02%
3,585
197
$288K 0.02%
7,156
198
$286K 0.02%
2,449
199
$281K 0.02%
17,224
-612
200
$277K 0.02%
2,746
6 7
8
9 10