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
426
– –
-151
427
– –
-21,473
428
– –
-26,000
429
– –
-40
430
– –
-7,654
431
– –
-1,921
432
– –
-1,275
433
– –
-319
434
– –
-3,580
435
– –
-2,076
436
– –
-428
437
– –
-11,415
438
– –
-1,448
439
– –
-4,096
440
– –
-1,350
441
– –
-25,442
442
– –
-415
443
– –
-1,033
444
– –
-5,906
445
– –
-10,317
446
– –
-486
447
– –
-2,474
448
– –
-360
449
– –
-400
450
– –
-3,436
15 16 17
18
19