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
$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
276
$207K 0.01%
+1,190
277
$206K 0.01%
+3,446
278
$206K 0.01%
3,364
279
$205K 0.01%
+2,025
280
$204K 0.01%
6,802
281
$202K 0.01%
+2,386
282
$184K 0.01%
5,128
283
$182K 0.01%
9,678
284
$177K 0.01%
4,113
285
$167K 0.01%
3,000
-3,500
286
$162K 0.01%
1,400
287
$162K 0.01%
1,033
288
$147K 0.01%
1,722
-175
289
$143K 0.01%
1,295
290
$140K 0.01%
1,085
291
$137K 0.01%
+1,330
292
$126K 0.01%
+2,327
293
$117K 0.01%
+1,921
294
$117K 0.01%
12,329
295
$114K 0.01%
2,625
296
$113K 0.01%
+1,250
297
$108K 0.01%
488
298
$98K 0.01%
673
299
$88K 0.01%
2,971
300
$85K 0.01%
1,290
10 11
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