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
351
$219K 0.01%
753
+22
352
$218K 0.01%
2,416
-500
353
$217K 0.01%
+1,718
354
$215K 0.01%
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-57
355
$214K 0.01%
+721
356
$212K 0.01%
+887
357
$211K 0.01%
3,645
-308
358
$210K 0.01%
3,795
-165
359
$210K 0.01%
2,494
-370
360
$208K 0.01%
6,821
-391
361
$204K 0.01%
+11,825
362
$203K 0.01%
1,090
-83
363
$202K 0.01%
18,366
364
$202K 0.01%
+392
365
$202K 0.01%
+2,915
366
$201K 0.01%
10,707
-541
367
$188K 0.01%
17,322
+1,091
368
$167K 0.01%
19,814
369
$158K ﹤0.01%
10,000
370
$154K ﹤0.01%
+12,620
371
$144K ﹤0.01%
+10,436
372
$142K ﹤0.01%
14,701
+29
373
$123K ﹤0.01%
10,000
374
$67.9K ﹤0.01%
12,329
375
$67.1K ﹤0.01%
10,000
13 14
15
16 17