CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
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
126
$2.03M 0.06%
19,967
+2,033
127
$2.03M 0.06%
20,275
-205
128
$2.02M 0.06%
11,117
-36
129
$2.01M 0.06%
59,841
+9,498
130
$1.95M 0.06%
56,000
131
$1.92M 0.06%
39,654
+18,187
132
$1.89M 0.06%
4,172
+484
133
$1.87M 0.06%
24,922
-45
134
$1.82M 0.06%
11,144
+1,515
135
$1.8M 0.06%
6,071
+316
136
$1.79M 0.06%
13,958
-169
137
$1.75M 0.05%
13,405
-10,638
138
$1.7M 0.05%
38,866
-97
139
$1.69M 0.05%
11,413
-434
140
$1.68M 0.05%
2,075
-186
141
$1.65M 0.05%
6,343
-285
142
$1.63M 0.05%
14,488
-289
143
$1.63M 0.05%
9,107
+79
144
$1.62M 0.05%
17,681
-749,590
145
$1.55M 0.05%
37,820
+590
146
$1.55M 0.05%
7,703
+934
147
$1.54M 0.05%
8,077
+83
148
$1.49M 0.05%
5,456
+1,007
149
$1.43M 0.04%
10,899
-287
150
$1.41M 0.04%
18,000
-240
4 5
6
7 8