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
$1.53B
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$16M
3
+$6.01M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.64M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$3.59M

Top Sells

1
+$9.12M
2
+$8.81M
3
+$6.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.07M

Sector Composition

1 Technology 5.72%
2 Healthcare 4.74%
3 Industrials 3.57%
4 Financials 3.38%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.02%
4,730
202
$280K 0.02%
2,146
203
$273K 0.02%
+8,841
204
$267K 0.02%
3,306
-230
205
$265K 0.02%
6,606
206
$258K 0.02%
2,174
207
$257K 0.02%
6,188
208
$250K 0.02%
13,410
209
$248K 0.02%
1,615
210
$246K 0.02%
5,343
211
$246K 0.02%
4,000
212
$245K 0.02%
5,868
213
$245K 0.02%
7,074
-320
214
$242K 0.02%
4,833
-230
215
$234K 0.02%
4,179
-10
216
$234K 0.02%
+2,301
217
$234K 0.02%
1,710
218
$233K 0.02%
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219
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220
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221
$230K 0.02%
4,618
-230
222
$224K 0.01%
9,953
223
$222K 0.01%
+2,606
224
$222K 0.01%
+3,490
225
$219K 0.01%
+2,590
6 7 8
9
10