CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.6M
3
+$24.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.8M

Top Sells

1
+$44.9M
2
+$41.4M
3
+$27.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$20M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.4M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$276K 0.02%
5,848
202
$266K 0.02%
+2,400
203
$261K 0.02%
3,481
-1,721
204
$252K 0.02%
2,495
-1,390
205
$251K 0.02%
3,016
+8
206
$247K 0.01%
3,794
207
$246K 0.01%
16,750
-7,500
208
$246K 0.01%
10,005
-2,355
209
$244K 0.01%
665
210
$238K 0.01%
7,084
-60
211
$232K 0.01%
5,163
212
$225K 0.01%
+19,608
213
$222K 0.01%
1,934
-100
214
$215K 0.01%
+2,691
215
$214K 0.01%
2,762
216
$212K 0.01%
864
217
$212K 0.01%
+10,208
218
$211K 0.01%
2,410
219
$210K 0.01%
3,076
220
$207K 0.01%
+4,189
221
$207K 0.01%
+1,058
222
$204K 0.01%
3,353
-320
223
$203K 0.01%
+1,589
224
$203K 0.01%
+1,176
225
$201K 0.01%
1,310
-65
6 7 8
9
10