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
301
$82K ﹤0.01%
1,345
302
$81K ﹤0.01%
13,915
303
$81K ﹤0.01%
1,110
304
$76K ﹤0.01%
261
305
$74K ﹤0.01%
800
306
$71K ﹤0.01%
928
+650
307
$69K ﹤0.01%
+1,372
308
$68K ﹤0.01%
585
+75
309
$61K ﹤0.01%
1,350
310
$59K ﹤0.01%
670
311
$59K ﹤0.01%
+1,500
312
$51K ﹤0.01%
+1,000
313
$39K ﹤0.01%
2,076
314
$36K ﹤0.01%
407
315
$33K ﹤0.01%
894
+54
316
$33K ﹤0.01%
236
-43
317
$31K ﹤0.01%
320
318
$29K ﹤0.01%
1,467
319
$28K ﹤0.01%
+1,035
320
$28K ﹤0.01%
+259
321
$26K ﹤0.01%
750
-11,625
322
$25K ﹤0.01%
1,576
-60,107
323
$22K ﹤0.01%
+555
324
$22K ﹤0.01%
+342
325
$22K ﹤0.01%
550
11 12
13
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