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
201
$429K 0.03%
1,426
-45
202
$425K 0.02%
4,536
203
$397K 0.02%
3,390
+528
204
$396K 0.02%
32,500
205
$394K 0.02%
1,604
+43
206
$389K 0.02%
3,448
207
$384K 0.02%
2,323
208
$378K 0.02%
15,496
209
$375K 0.02%
4,038
-120
210
$366K 0.02%
2,836
-824
211
$357K 0.02%
+7,590
212
$357K 0.02%
+2,620
213
$355K 0.02%
1,548
-5
214
$347K 0.02%
1,665
+46
215
$347K 0.02%
977
+39
216
$345K 0.02%
580
217
$345K 0.02%
5,121
218
$342K 0.02%
1,400
219
$336K 0.02%
13,234
+13,184
220
$332K 0.02%
21,300
221
$331K 0.02%
9,517
-589
222
$326K 0.02%
3,428
+109
223
$322K 0.02%
20,600
224
$322K 0.02%
19,226
225
$321K 0.02%
20,500
7 8
9
10 11