CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
-0.87%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.87B
AUM Growth
-$85.2M
(-4.4%)
Cap. Flow
-$61.7M
Cap. Flow
% of AUM
-3.3%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
244
New
7
Increased
29
Reduced
155
Closed
13
Top Buys
Top Sells
| 1 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$21.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.4M |
| 3 |
Analog Devices
ADI
|
$15.7M |
| 4 |
Invesco S&P Global Water Index ETF
CGW
|
$14.7M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$12.7M |
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Healthcare | 3.52% |
| 3 | Industrials | 3.32% |
| 4 | Financials | 3.25% |
| 5 | Consumer Staples | 1.53% |
