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
$1.71B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$27.5M
3
+$26M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.3M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$6.28M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$9.24M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$5.7M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$5.62M

Sector Composition

1 Technology 5.83%
2 Healthcare 4.31%
3 Industrials 3.92%
4 Financials 3.57%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$323K 0.02%
2,969
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202
$323K 0.02%
1,615
203
$321K 0.02%
7,231
204
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205
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206
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207
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208
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210
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211
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212
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214
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216
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217
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220
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221
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222
$263K 0.02%
7,776
223
$262K 0.02%
4,970
224
$261K 0.02%
3,575
225
$248K 0.01%
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