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
$1.35B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.5M
3
+$7.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.95M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M

Top Sells

1
+$10.5M
2
+$9.09M
3
+$5.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.37M

Sector Composition

1 Technology 6.39%
2 Healthcare 4.89%
3 Financials 4.29%
4 Industrials 4.05%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$347K 0.03%
6,261
202
$343K 0.03%
5,455
-114
203
$339K 0.03%
12,476
-583
204
$339K 0.03%
2,940
205
$333K 0.02%
3,414
+741
206
$331K 0.02%
10,132
207
$330K 0.02%
1,535
-9
208
$329K 0.02%
10,000
209
$325K 0.02%
10,947
+698
210
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4,291
+588
211
$315K 0.02%
5,102
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212
$315K 0.02%
2,258
213
$311K 0.02%
2,426
-100
214
$302K 0.02%
3,928
215
$299K 0.02%
8,845
-1,000
216
$297K 0.02%
5,694
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217
$293K 0.02%
+3,600
218
$289K 0.02%
10,375
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219
$288K 0.02%
10,176
-178
220
$277K 0.02%
2,160
-418
221
$274K 0.02%
11,611
+552
222
$271K 0.02%
+3,409
223
$271K 0.02%
6,207
+497
224
$264K 0.02%
11,061
225
$263K 0.02%
3,355
7 8
9
10 11