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
376
$55K ﹤0.01%
13,274
-6,080
377
$26.6K ﹤0.01%
11,109
-10,119
378
$15.9K ﹤0.01%
960
379
$6.54K ﹤0.01%
+772
380
– –
-2,506
381
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-455
382
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-16,000
383
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384
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385
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386
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390
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391
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400
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14 15
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