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
301
$323K 0.01%
1,435
+45
302
$313K 0.01%
4,994
303
$313K 0.01%
4,710
304
$311K 0.01%
1,381
-22
305
$305K 0.01%
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-610
306
$302K 0.01%
9,600
307
$300K 0.01%
3,200
308
$294K 0.01%
4,925
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309
$294K 0.01%
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310
$291K 0.01%
957
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311
$289K 0.01%
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312
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4,324
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313
$285K 0.01%
1,252
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314
$283K 0.01%
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315
$281K 0.01%
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316
$278K 0.01%
558
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317
$275K 0.01%
7,044
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318
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319
$273K 0.01%
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320
$268K 0.01%
8,418
321
$262K 0.01%
+1,028
322
$262K 0.01%
+7,005
323
$260K 0.01%
+4,759
324
$259K 0.01%
1,084
325
$258K 0.01%
828
-2,784
11 12
13
14 15