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
76
$2.16M 0.13%
8,340
+20
77
$2.14M 0.13%
34,385
-2,342
78
$2.12M 0.12%
6,015
-228
79
$2.11M 0.12%
43,689
+159
80
$2.08M 0.12%
5,801
-21
81
$2.06M 0.12%
30,314
+1,634
82
$2M 0.12%
10,631
+5,785
83
$1.93M 0.11%
6,013
+5,112
84
$1.91M 0.11%
20,461
+58
85
$1.85M 0.11%
8,885
+3,659
86
$1.85M 0.11%
16,078
-9,560
87
$1.76M 0.1%
5,240
+1,084
88
$1.72M 0.1%
5,885
+1,252
89
$1.72M 0.1%
21,798
+7,570
90
$1.71M 0.1%
9,074
+1,904
91
$1.68M 0.1%
32,930
-720
92
$1.67M 0.1%
9,955
93
$1.64M 0.1%
7,565
+2,368
94
$1.59M 0.09%
2,808
+49
95
$1.55M 0.09%
6,271
+166
96
$1.51M 0.09%
3,297
97
$1.47M 0.09%
32,402
-305
98
$1.46M 0.09%
10,073
99
$1.46M 0.09%
27,933
+24
100
$1.46M 0.08%
11,250
+3,900
2 3
4
5 6