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
76
$5.08M 0.16%
67,448
+14,899
77
$5.07M 0.16%
21,382
-12,044
78
$4.87M 0.15%
13,891
+689
79
$4.82M 0.15%
+55,513
80
$4.73M 0.15%
49,247
+15,777
81
$4.66M 0.14%
161,784
-1,937
82
$4.62M 0.14%
96,402
-2,307
83
$4.58M 0.14%
57,973
+28,929
84
$4.51M 0.14%
7,554
+542
85
$4.48M 0.14%
43,277
+35,685
86
$4.45M 0.14%
42,203
+15,133
87
$4.39M 0.14%
32,190
+1,622
88
$4.33M 0.13%
3,572
+2,429
89
$3.99M 0.12%
26,721
+1,382
90
$3.98M 0.12%
67,504
+2,389
91
$3.91M 0.12%
49,536
+11,601
92
$3.91M 0.12%
12,567
-1,289
93
$3.84M 0.12%
33,708
+1,869
94
$3.72M 0.12%
182,295
+1,698
95
$3.7M 0.11%
9,043
-10,706
96
$3.65M 0.11%
48,372
+9
97
$3.61M 0.11%
35,737
+21,143
98
$3.58M 0.11%
24,757
-23
99
$3.58M 0.11%
42,541
+676
100
$3.53M 0.11%
34,336
+10,320
2 3
4
5 6