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
151
$1.38M 0.04%
30,169
-960
152
$1.38M 0.04%
2,529
+803
153
$1.38M 0.04%
2,203
+239
154
$1.35M 0.04%
2,941
+202
155
$1.34M 0.04%
8,630
+236
156
$1.3M 0.04%
9,858
-2,631
157
$1.28M 0.04%
2,732
+13
158
$1.25M 0.04%
3,235
+71
159
$1.24M 0.04%
8,076
-21
160
$1.24M 0.04%
10,376
+2,433
161
$1.22M 0.04%
8,252
+2,252
162
$1.21M 0.04%
9,284
+6
163
$1.2M 0.04%
4,980
+31
164
$1.16M 0.04%
4,889
-278
165
$1.15M 0.04%
20,047
-266
166
$1.15M 0.04%
2,265
167
$1.14M 0.04%
19,740
168
$1.14M 0.04%
13,723
169
$1.12M 0.03%
11,643
-89
170
$1.11M 0.03%
14,229
-277
171
$1.09M 0.03%
6,252
-176
172
$1.09M 0.03%
1,960
-39
173
$1.09M 0.03%
15,222
-510
174
$1.08M 0.03%
13,893
175
$1.07M 0.03%
+12,908
5 6
7
8 9