CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Fund
S&P 500
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 12.27%
2 Healthcare 6.14%
3 Consumer Discretionary 4.9%
4 Financials 4.83%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,019
402
– –
-2,950
403
– –
-43,746
404
– –
-2,926
405
– –
-1,559
406
– –
-735
407
– –
-1,533
408
– –
-4,817
409
– –
-820
410
– –
-1,467
411
– –
-670
412
– –
-1,290
413
– –
-830
414
– –
-548
415
– –
-3,575
416
– –
-296
417
– –
-745
418
– –
-240
419
– –
-1,440
420
– –
-450
421
– –
-784
422
– –
-11,935
423
– –
-250
424
– –
-3,674
425
– –
-22,302
15 16
17
18 19