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
$3.23B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$39.5M
3
+$34.6M
4
NVDA icon
NVIDIA
NVDA
+$33.9M
5
AMZN icon
Amazon
AMZN
+$28.3M

Top Sells

1
+$127M
2
+$68.5M
3
+$39.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.18M

Sector Composition

1 Technology 12.28%
2 Healthcare 6.14%
3 Consumer Discretionary 4.9%
4 Financials 4.82%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$621K 0.02%
+2,455
227
$615K 0.02%
5,056
+150
228
$610K 0.02%
36,339
+1,388
229
$602K 0.02%
14,136
+984
230
$597K 0.02%
7,708
+1,562
231
$584K 0.02%
6,025
-2,891
232
$583K 0.02%
2,701
-94
233
$577K 0.02%
3,620
+62
234
$561K 0.02%
3,936
+294
235
$556K 0.02%
12,754
-514
236
$551K 0.02%
4,700
237
$538K 0.02%
7,600
238
$534K 0.02%
+5,443
239
$531K 0.02%
14,992
-368
240
$527K 0.02%
3,988
+1,130
241
$513K 0.02%
19,655
+35
242
$508K 0.02%
5,683
+454
243
$495K 0.02%
+8,044
244
$495K 0.02%
1,653
+13
245
$492K 0.02%
2,993
-36
246
$489K 0.02%
2,008
-2,129
247
$487K 0.02%
555
-76
248
$477K 0.01%
5,010
249
$470K 0.01%
1,927
+101
250
$468K 0.01%
+2,189
8 9
10
11 12