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
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.2M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$12.9M

Top Sells

1
+$26.6M
2
+$24.1M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$337K 0.02%
40,928
-10,500
202
$335K 0.02%
2,389
-196
203
$333K 0.02%
7,145
204
$332K 0.02%
7,948
205
$330K 0.02%
6,185
206
$315K 0.02%
+19,318
207
$314K 0.02%
1,258
208
$308K 0.02%
1,792
209
$307K 0.02%
3,045
210
$302K 0.02%
5,410
-2,457
211
$301K 0.02%
3,431
-358
212
$299K 0.02%
12,327
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213
$297K 0.02%
8,608
-270
214
$292K 0.02%
2,890
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215
$292K 0.02%
5,329
-791
216
$286K 0.02%
8,489
-185
217
$281K 0.02%
4,945
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218
$279K 0.02%
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219
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2,146
220
$277K 0.02%
5,926
-256
221
$275K 0.02%
9,210
-209
222
$274K 0.02%
6,211
223
$268K 0.02%
10,958
-278
224
$264K 0.02%
4,312
-996
225
$260K 0.01%
4,000
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9
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