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
$1.77B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.9M
3
+$18.6M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$17.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.7M

Top Sells

1
+$24.7M
2
+$12.2M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.21M

Sector Composition

1 Technology 5.3%
2 Healthcare 4.31%
3 Industrials 3.84%
4 Financials 3.49%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.02%
9,525
-15,712
202
$314K 0.02%
2,355
-930
203
$307K 0.02%
7,144
-87
204
$305K 0.02%
4,470
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205
$303K 0.02%
2,118
206
$301K 0.02%
1,615
207
$286K 0.02%
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208
$286K 0.02%
7,378
209
$285K 0.02%
2,794
210
$279K 0.02%
2,029
211
$276K 0.02%
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212
$274K 0.02%
3,593
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213
$272K 0.02%
7,776
214
$268K 0.02%
3,726
215
$261K 0.01%
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216
$260K 0.01%
2,420
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217
$258K 0.01%
8,113
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218
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219
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220
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6,246
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221
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222
$243K 0.01%
5,060
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223
$242K 0.01%
3,180
-395
224
$237K 0.01%
2,205
225
$233K 0.01%
1,968
7 8
9
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