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
$1.25B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$146M
3
+$83.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$60.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.45%
2 Healthcare 5.17%
3 Financials 4.58%
4 Industrials 4.05%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$208M 16.71%
+1,295,582
2
$146M 11.72%
+4,108,389
3
$83.9M 6.73%
+2,162,766
4
$60.8M 4.87%
+984,297
5
$59.7M 4.79%
+1,042,019
6
$54.2M 4.34%
+818,369
7
$41.7M 3.35%
+1,174,659
8
$33.5M 2.69%
+159,661
9
$27.5M 2.21%
+598,031
10
$23.2M 1.86%
+260,501
11
$19.6M 1.57%
+107,165
12
$17.6M 1.41%
+109,680
13
$14.9M 1.19%
+164,535
14
$13.8M 1.11%
+179,657
15
$13.5M 1.08%
+299,686
16
$12.8M 1.02%
+331,369
17
$12.4M 1%
+111,811
18
$12.2M 0.98%
+451,889
19
$11M 0.89%
+245,189
20
$11M 0.88%
+384,125
21
$10.2M 0.82%
+191,182
22
$8.91M 0.71%
+75,316
23
$8.66M 0.69%
+325,831
24
$7.76M 0.62%
+296,620
25
$7.47M 0.6%
+141,454
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