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
51
$7.72M 0.24%
66,479
+59,153
52
$7.55M 0.23%
39,483
53
$7.32M 0.23%
36,918
+30,881
54
$7.17M 0.22%
42,078
+14,468
55
$7.17M 0.22%
33,210
+22,888
56
$7.11M 0.22%
141,527
+8,611
57
$6.96M 0.22%
23,482
+701
58
$6.73M 0.21%
206,250
-48,557
59
$6.66M 0.21%
39,108
+492
60
$6.57M 0.2%
31,329
+9,355
61
$6.43M 0.2%
16,916
-269
62
$6.37M 0.2%
+15,229
63
$6.24M 0.19%
90,629
+26,898
64
$6.17M 0.19%
122,108
+6,964
65
$6.09M 0.19%
93,503
+3,857
66
$6.02M 0.19%
66,619
+17,994
67
$5.99M 0.19%
45,094
+21,089
68
$5.99M 0.19%
14,580
+6,600
69
$5.76M 0.18%
8,720
+1,762
70
$5.47M 0.17%
18,984
+980
71
$5.42M 0.17%
21,832
-569
72
$5.37M 0.17%
12,201
+2,285
73
$5.23M 0.16%
43,231
+16,291
74
$5.2M 0.16%
13,014
+4,129
75
$5.19M 0.16%
+31,073
1 2
3
4 5