CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
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
+$190M
2
+$37.4M
3
+$33.2M
4
NVDA icon
NVIDIA
NVDA
+$31.7M
5
AMZN icon
Amazon
AMZN
+$26.1M

Top Sells

1
+$117M
2
+$68.6M
3
+$39.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.98M

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
451
– –
-21,473
452
– –
-26,000
453
– –
-40
454
– –
-7,654
455
– –
-434
456
– –
-2,625
457
– –
-1,275
458
– –
-319
459
– –
-3,580
460
– –
-428
461
– –
-11,415
462
– –
-1,350
463
– –
-25,442
464
– –
-292
465
– –
-1,050
466
– –
-415
467
– –
-1,033
468
– –
-486
469
– –
-2,474
470
– –
-360
471
– –
-400
472
– –
-3,436
473
– –
-312,367
15 16 17 18
19