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
326
$258K 0.01%
+5,245
327
$257K 0.01%
6,379
-12,014
328
$254K 0.01%
9,186
+1,660
329
$249K 0.01%
+2,294
330
$249K 0.01%
1,913
+479
331
$248K 0.01%
45,000
-10,000
332
$245K 0.01%
+1,191
333
$243K 0.01%
+4,124
334
$242K 0.01%
+4,142
335
$239K 0.01%
+2,947
336
$239K 0.01%
20,900
337
$239K 0.01%
3,004
-176
338
$238K 0.01%
+3,138
339
$238K 0.01%
+2,128
340
$237K 0.01%
28,797
-28
341
$234K 0.01%
12,630
-15,408
342
$234K 0.01%
2,180
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343
$234K 0.01%
6,064
-310
344
$233K 0.01%
26,200
345
$229K 0.01%
+3,654
346
$228K 0.01%
1,185
-1,110
347
$227K 0.01%
20,500
348
$227K 0.01%
+6,078
349
$226K 0.01%
3,363
-328
350
$224K 0.01%
2,718
-1,452
12 13
14
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