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
176
$1.07M 0.03%
4,084
177
$1.06M 0.03%
6,441
178
$1.06M 0.03%
21,448
+30
179
$1.05M 0.03%
25,760
180
$1.04M 0.03%
7,776
+1,582
181
$1.04M 0.03%
4,916
+414
182
$1.03M 0.03%
7,305
183
$1.02M 0.03%
2,211
-21
184
$1.01M 0.03%
5,265
185
$1.01M 0.03%
4,750
186
$1.01M 0.03%
2,092
+83
187
$973K 0.03%
25,816
-2,431
188
$967K 0.03%
21,150
+1,400
189
$940K 0.03%
3,903
+377
190
$931K 0.03%
+21,318
191
$930K 0.03%
8,277
+2,418
192
$925K 0.03%
9,917
+249
193
$920K 0.03%
12,577
-164
194
$909K 0.03%
24,537
+959
195
$903K 0.03%
18,540
-4,440
196
$896K 0.03%
13,119
-2,218
197
$882K 0.03%
9,879
+714
198
$878K 0.03%
+15,692
199
$859K 0.03%
13,187
-2,000
200
$856K 0.03%
8,408
+7,213
6 7
8
9 10