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
251
$254K 0.01%
1,190
252
$254K 0.01%
4,061
-6,000
253
$252K 0.01%
+2,830
254
$249K 0.01%
394
255
$248K 0.01%
2,007
256
$248K 0.01%
405
+30
257
$244K 0.01%
+2,882
258
$244K 0.01%
+3,634
259
$243K 0.01%
1,236
+71
260
$241K 0.01%
1,176
261
$240K 0.01%
+2,574
262
$239K 0.01%
3,070
-27
263
$236K 0.01%
19,632
264
$231K 0.01%
+2,700
265
$231K 0.01%
+2,502
266
$225K 0.01%
+1,352
267
$225K 0.01%
+3,037
268
$223K 0.01%
1,686
+132
269
$223K 0.01%
+1,678
270
$221K 0.01%
3,532
-5,510
271
$212K 0.01%
+2,466
272
$212K 0.01%
3,094
273
$212K 0.01%
5,078
-720
274
$211K 0.01%
+1,213
275
$208K 0.01%
+2,382
9 10
11
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