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
$1.71B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.81M
3
+$1.73M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M

Top Sells

1
+$22.2M
2
+$2.51M
3
+$1.88M
4
KRON
Kronos Bio
KRON
+$1.52M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.1M

Sector Composition

1 Technology 9.23%
2 Healthcare 4.95%
3 Financials 4.58%
4 Industrials 3.72%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.02%
11,879
227
$316K 0.02%
3,219
+159
228
$310K 0.02%
26,200
229
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897
230
$304K 0.02%
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-93
231
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3,487
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232
$303K 0.02%
8,146
-256
233
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1,614
234
$292K 0.02%
2,679
+72
235
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+3,763
236
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237
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238
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239
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1,900
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240
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241
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242
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243
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244
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245
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246
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3,114
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247
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+4,001
248
$266K 0.02%
4,759
249
$258K 0.02%
4,160
+72
250
$257K 0.02%
2,430
-295
8 9
10
11 12