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
$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
26
$14.4M 0.44%
116,155
+110,012
27
$12.6M 0.39%
23,738
+10,431
28
$12.1M 0.38%
23,052
+2,565
29
$12.1M 0.37%
39,921
+2,870
30
$12.1M 0.37%
49,080
+29,609
31
$11.6M 0.36%
75,060
+1,546
32
$11.6M 0.36%
123,414
+22,948
33
$11.6M 0.36%
151,581
+144,264
34
$11.4M 0.35%
19,604
+1,445
35
$11.4M 0.35%
60,879
+98
36
$10.1M 0.31%
129,663
+120,061
37
$10.1M 0.31%
302,031
+292,885
38
$9.79M 0.3%
100,615
+77,803
39
$9.67M 0.3%
22,666
+6,047
40
$9.45M 0.29%
358,660
+279,793
41
$9.44M 0.29%
26,678
+11,063
42
$9.25M 0.29%
92,474
+4,740
43
$8.73M 0.27%
80,655
-14,706
44
$8.68M 0.27%
79,643
+3,253
45
$8.61M 0.27%
36,979
+67
46
$8.39M 0.26%
36,288
+11,409
47
$8.26M 0.26%
141,685
-15,619
48
$8.2M 0.25%
156,120
+56,211
49
$8.02M 0.25%
49,496
+347
50
$7.91M 0.25%
181,693
+175,493
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