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
101
$1.44M 0.08%
16,458
+24
102
$1.43M 0.08%
2,763
-210
103
$1.43M 0.08%
28,395
+762
104
$1.42M 0.08%
7,070
+66
105
$1.4M 0.08%
23,494
-1,001
106
$1.4M 0.08%
15,058
107
$1.4M 0.08%
29,099
-1,523
108
$1.4M 0.08%
7,404
+142
109
$1.39M 0.08%
9,693
110
$1.39M 0.08%
3,173
-37
111
$1.38M 0.08%
11,764
-636
112
$1.38M 0.08%
6,178
-531
113
$1.37M 0.08%
17,935
-880
114
$1.37M 0.08%
37,732
115
$1.36M 0.08%
30,394
-9,336
116
$1.34M 0.08%
15,770
-3,255
117
$1.32M 0.08%
7,619
118
$1.28M 0.07%
3,740
+226
119
$1.22M 0.07%
6,690
120
$1.2M 0.07%
1,308
+8
121
$1.19M 0.07%
5,924
-488
122
$1.19M 0.07%
4,734
123
$1.17M 0.07%
8,455
-12
124
$1.17M 0.07%
5,593
+31
125
$1.16M 0.07%
19,740
3 4
5
6 7