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
101
$3.46M 0.11%
15,564
+4,302
102
$3.45M 0.11%
41,847
+2,829
103
$3.43M 0.11%
24,531
+79
104
$3.38M 0.1%
11,286
+36
105
$3.36M 0.1%
61,948
106
$3.1M 0.1%
29,845
+3,713
107
$3.05M 0.09%
50,138
+4,950
108
$3.03M 0.09%
119,499
+1,245
109
$2.98M 0.09%
+86,287
110
$2.96M 0.09%
11,239
+626
111
$2.9M 0.09%
41,286
+3,996
112
$2.74M 0.09%
32,151
-185
113
$2.62M 0.08%
13,178
+295
114
$2.59M 0.08%
23,230
+810
115
$2.53M 0.08%
16,941
+9,956
116
$2.47M 0.08%
9,431
-31
117
$2.47M 0.08%
48,059
+1,133
118
$2.42M 0.08%
9,292
-54
119
$2.37M 0.07%
37,365
+240
120
$2.22M 0.07%
5,088
-7,274
121
$2.22M 0.07%
45,136
+798
122
$2.18M 0.07%
23,871
-2,675
123
$2.17M 0.07%
41,687
+2,445
124
$2.08M 0.06%
50,696
125
$2.06M 0.06%
5,065
+1,611
3 4
5
6 7