CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$1.81M
3
+$1.73M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M

Top Sells

1
+$22.2M
2
+$2.51M
3
+$1.88M
4
KRON
Kronos Bio
KRON
+$1.52M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.1M

Sector Composition

1 Technology 9.23%
2 Healthcare 4.95%
3 Financials 4.58%
4 Industrials 3.72%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 0.33%
32,562
+119
27
$5.39M 0.31%
88,040
-1,647
28
$5.37M 0.31%
32,817
+1,480
29
$5.3M 0.31%
47,876
30
$5.28M 0.31%
78,405
+12
31
$5.2M 0.3%
131,925
32
$5.08M 0.3%
29,235
-123
33
$4.74M 0.28%
92,115
-915
34
$4.71M 0.27%
15,609
-228
35
$4.67M 0.27%
61,528
-38
36
$4.55M 0.27%
51,324
-725
37
$4.44M 0.26%
150,990
+3,380
38
$4.38M 0.26%
57,147
-878
39
$4.3M 0.25%
16,047
-578
40
$4.11M 0.24%
23,928
-1,363
41
$4.08M 0.24%
14,779
-80
42
$3.93M 0.23%
16,287
43
$3.89M 0.23%
8,241
+790
44
$3.84M 0.22%
27,280
+2,014
45
$3.83M 0.22%
281,794
-111,642
46
$3.83M 0.22%
5,738
+1,919
47
$3.71M 0.22%
25,002
+89
48
$3.7M 0.22%
14,693
+23
49
$3.63M 0.21%
9,116
-30
50
$3.58M 0.21%
44,198
+86
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