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
$1.73B
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.1M
3
+$10M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.89M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.65M

Top Sells

1
+$22.6M
2
+$18.2M
3
+$10.8M
4
IBM icon
IBM
IBM
+$7.09M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.29M

Sector Composition

1 Healthcare 4.14%
2 Technology 3.41%
3 Financials 3.16%
4 Industrials 2.71%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$325K 0.02%
5,060
+115
202
$325K 0.02%
450
-251
203
$324K 0.02%
6,185
204
$323K 0.02%
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205
$319K 0.02%
5,091
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206
$313K 0.02%
37,873
-3,055
207
$308K 0.02%
4,984
-345
208
$307K 0.02%
1,782
-10
209
$307K 0.02%
8,582
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210
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5,330
-80
211
$297K 0.02%
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-145
212
$293K 0.02%
6,245
-1,299
213
$291K 0.02%
8,541
-238
214
$289K 0.02%
18,873
-445
215
$274K 0.02%
2,875
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216
$257K 0.01%
9,210
217
$256K 0.01%
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218
$249K 0.01%
+5,840
219
$249K 0.01%
1,203
-55
220
$248K 0.01%
5,247
-679
221
$247K 0.01%
5,898
-2,050
222
$245K 0.01%
2,783
+111
223
$244K 0.01%
6,219
+655
224
$244K 0.01%
10,298
-660
225
$244K 0.01%
4,730
7 8
9
10 11