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
126
$1.16M 0.07%
10,140
+1,867
127
$1.16M 0.07%
5,607
128
$1.16M 0.07%
13,948
+2,952
129
$1.09M 0.06%
19,752
130
$1.09M 0.06%
20,057
-109
131
$1.09M 0.06%
9,855
+620
132
$1.08M 0.06%
2,907
+33
133
$1.04M 0.06%
10,060
134
$1.04M 0.06%
9,060
135
$1.03M 0.06%
2,498
+1,888
136
$1.03M 0.06%
4,376
+124
137
$1.01M 0.06%
20,362
138
$1.01M 0.06%
13,851
+12
139
$1.01M 0.06%
3,328
+79
140
$1.01M 0.06%
+6,425
141
$946K 0.06%
3,410
142
$929K 0.05%
2,401
+46
143
$915K 0.05%
1,518
+392
144
$901K 0.05%
3,024
145
$895K 0.05%
1,578
+63
146
$866K 0.05%
13,030
+115
147
$866K 0.05%
7,199
+414
148
$843K 0.05%
1,311
+49
149
$773K 0.05%
1,572
-2
150
$764K 0.04%
12,775
+2,050
4 5
6
7 8