CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+6.03%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.54B
AUM Growth
+$1.54B
(+12%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
7.58%
Top 10 Holdings %
Top 10 Hldgs %
75.79%
Holding
286
New
45
Increased
55
Reduced
112
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$19.7M |
| 2 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
$5.51M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.7M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.48M |
| 5 |
Intel
INTC
|
$970K |
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Healthcare | 4.03% |
| 3 | Industrials | 3.52% |
| 4 | Financials | 3.42% |
| 5 | Consumer Discretionary | 2.65% |
