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
$1.46B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$11.8M
3
+$1.55M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.34M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.27M

Top Sells

1
+$70.9M
2
+$57.3M
3
+$33.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$20.5M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$9.19M

Sector Composition

1 Healthcare 4.53%
2 Technology 3.73%
3 Financials 3.45%
4 Industrials 2.98%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$303K 0.02%
7,184
+965
202
$301K 0.02%
+35,750
203
$298K 0.02%
3,552
+1,112
204
$294K 0.02%
6,094
-1,685
205
$293K 0.02%
12,067
-467
206
$290K 0.02%
+24,924
207
$290K 0.02%
2,146
208
$286K 0.02%
6,185
209
$282K 0.02%
6,097
+1,006
210
$279K 0.02%
+7,197
211
$266K 0.02%
15,515
-2,179
212
$262K 0.02%
4,604
-380
213
$258K 0.02%
5,012
+762
214
$258K 0.02%
21,967
+3,094
215
$255K 0.02%
3,095
-2,805
216
$255K 0.02%
6,034
+104
217
$252K 0.02%
3,853
-1,000
218
$249K 0.02%
4,849
-490
219
$241K 0.02%
+3,650
220
$239K 0.02%
4,730
221
$238K 0.02%
4,000
222
$237K 0.02%
5,751
+504
223
$237K 0.02%
5,898
224
$235K 0.02%
5,240
+180
225
$234K 0.02%
7,417
-1,124
7 8
9
10 11