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
$1.55B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$71.2M
3
+$47.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.8M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$41.7M

Top Sells

1
+$16.3B
2
+$341M
3
+$236M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$66.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$41.6M

Sector Composition

1 Technology 4.04%
2 Healthcare 4.02%
3 Financials 3.35%
4 Industrials 2.94%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.02%
+2,515
202
$233K 0.02%
11,253
-12,270
203
$233K 0.02%
17,836
204
$232K 0.01%
6,003
205
$231K 0.01%
5,759
-153
206
$229K 0.01%
2,811
-400
207
$228K 0.01%
3,919
208
$227K 0.01%
3,680
-115
209
$224K 0.01%
+2,918
210
$218K 0.01%
1,417
-62
211
$218K 0.01%
6,948
+918
212
$214K 0.01%
7,299
-2,033
213
$213K 0.01%
3,740
-1,138
214
$207K 0.01%
3,008
-18
215
$207K 0.01%
2,464
-395
216
$207K 0.01%
1,552
-645
217
$206K 0.01%
+5,163
218
$204K 0.01%
1,276
-551
219
$202K 0.01%
+5,275
220
$202K 0.01%
3,752
221
$200K 0.01%
+5,259
222
$122K 0.01%
+3,060
223
$103K 0.01%
11,861
224
– –
-1,201
225
– –
-1,589
6 7 8
9
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