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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$341K 0.03%
+5,531
202
$337K 0.03%
+10,000
203
$335K 0.03%
+2,258
204
$334K 0.03%
+9,845
205
$325K 0.03%
+2,940
206
$324K 0.03%
+7,107
207
$316K 0.03%
+7,072
208
$314K 0.03%
+6,261
209
$314K 0.03%
+1,760
210
$307K 0.02%
+2,578
211
$301K 0.02%
+11,059
212
$299K 0.02%
+8,176
213
$296K 0.02%
+12,358
214
$293K 0.02%
+10,249
215
$292K 0.02%
+10,354
216
$289K 0.02%
+2,526
217
$286K 0.02%
+5,569
218
$285K 0.02%
+3,928
219
$281K 0.02%
+6,236
220
$271K 0.02%
+11,061
221
$270K 0.02%
+37,800
222
$268K 0.02%
+4,789
223
$267K 0.02%
+2,440
224
$266K 0.02%
+3,703
225
$258K 0.02%
+2,673
7 8
9
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