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
201
$841K 0.03%
10,377
+325
202
$839K 0.03%
5,568
-12
203
$834K 0.03%
5,302
-991
204
$825K 0.03%
3,783
205
$813K 0.03%
3,333
-248
206
$812K 0.03%
+28,199
207
$810K 0.03%
5,416
208
$805K 0.02%
3,569
+109
209
$800K 0.02%
37,909
+11,223
210
$788K 0.02%
5,689
+1,745
211
$773K 0.02%
4,314
+182
212
$765K 0.02%
6,234
213
$759K 0.02%
21,900
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214
$747K 0.02%
9,367
+325
215
$742K 0.02%
287
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216
$729K 0.02%
3,227
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217
$725K 0.02%
1,856
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218
$713K 0.02%
3,016
-138
219
$707K 0.02%
9,755
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220
$706K 0.02%
2,275
-85
221
$704K 0.02%
14,100
222
$703K 0.02%
3,562
-1,417
223
$699K 0.02%
2,470
-5
224
$695K 0.02%
22,056
225
$650K 0.02%
8,447
+91
7 8
9
10 11