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
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$14.7M
3
+$10.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.02M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$8.14M

Top Sells

1
+$39.9M
2
+$13M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$333K 0.02%
3,163
-520
202
$331K 0.02%
4,297
+6
203
$321K 0.02%
2,894
204
$315K 0.02%
4,712
-312
205
$311K 0.02%
2,360
+5
206
$308K 0.02%
5,943
-122
207
$303K 0.02%
2,431
+11
208
$295K 0.02%
2,794
209
$295K 0.02%
+2,995
210
$291K 0.02%
7,776
211
$287K 0.02%
1,208
-37
212
$286K 0.02%
20,905
213
$283K 0.02%
7,832
-281
214
$281K 0.02%
1,934
-95
215
$275K 0.01%
3,670
+85
216
$270K 0.01%
3,509
-1,316
217
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6,096
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218
$265K 0.01%
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219
$258K 0.01%
3,596
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220
$246K 0.01%
+2,110
221
$245K 0.01%
3,135
222
$243K 0.01%
1,600
223
$241K 0.01%
2,205
224
$237K 0.01%
4,386
+14
225
$236K 0.01%
3,888
-65
7 8
9
10 11