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
326
$21K ﹤0.01%
244
327
$20K ﹤0.01%
+870
328
$17K ﹤0.01%
285
329
$16K ﹤0.01%
+205
330
$16K ﹤0.01%
+545
331
$16K ﹤0.01%
194
332
$14K ﹤0.01%
200
333
$13K ﹤0.01%
360
334
$11K ﹤0.01%
+71
335
$3K ﹤0.01%
+26
336
$3K ﹤0.01%
62
-62
337
$1K ﹤0.01%
+24
338
$1K ﹤0.01%
11
339
$1K ﹤0.01%
14
340
$1K ﹤0.01%
3
341
$0 ﹤0.01%
5
342
$0 ﹤0.01%
10
343
– –
-5,875
344
– –
-550
345
– –
-3,640
346
– –
-13,265
347
– –
-360
348
– –
-1,632
349
– –
-2,158
350
– –
-3,355
11 12 13
14
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