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
51
$3.43M 0.2%
20,577
+38
52
$3.39M 0.2%
15,052
-916
53
$3.38M 0.2%
57,134
+230
54
$3.33M 0.19%
11,418
+797
55
$3.27M 0.19%
14,442
-951
56
$3.25M 0.19%
12,271
+1,250
57
$3.21M 0.19%
10,499
58
$3.2M 0.19%
13,829
-1,414
59
$2.99M 0.17%
61,948
60
$2.96M 0.17%
19,121
+823
61
$2.88M 0.17%
6,957
-74
62
$2.81M 0.16%
33,529
-630
63
$2.79M 0.16%
23,692
+26
64
$2.76M 0.16%
26,745
+12,458
65
$2.7M 0.16%
52,050
+1,337
66
$2.68M 0.16%
15,226
+328
67
$2.51M 0.15%
12,283
+114
68
$2.44M 0.14%
22,703
-86
69
$2.43M 0.14%
4,836
+2,244
70
$2.38M 0.14%
40,836
-1,625
71
$2.33M 0.14%
8,707
-195
72
$2.32M 0.14%
14,953
-53
73
$2.3M 0.13%
12,564
+1,218
74
$2.24M 0.13%
26,049
-2,100
75
$2.16M 0.13%
48,480
-126
1 2
3
4 5