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
$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
1
$1.16B 35.86%
2,424,932
+424,187
2
$188M 5.81%
1,189,900
-804,056
3
$133M 4.12%
1,228,324
+39,673
4
$122M 3.77%
2,408,872
+21,902
5
$115M 3.56%
597,769
+179,652
6
$114M 3.54%
304,055
+105,106
7
$108M 3.33%
2,771,800
+3,686
8
$57.4M 1.78%
377,915
+186,170
9
$48.6M 1.51%
981,980
+684,010
10
$45.5M 1.41%
325,365
+174,544
11
$39.8M 1.23%
114,814
+51,717
12
$38.8M 1.2%
391,196
+39,810
13
$38.6M 1.19%
81,106
-323
14
$34.7M 1.07%
236,592
+130,904
15
$29.3M 0.91%
187,129
+96,763
16
$26.5M 0.82%
101,875
+77,572
17
$26.3M 0.81%
186,580
+43,478
18
$24.3M 0.75%
143,178
+95,653
19
$23.8M 0.74%
66,849
+4,339
20
$21.3M 0.66%
125,480
+6,836
21
$19.1M 0.59%
151,637
+135,571
22
$17.5M 0.54%
158,820
+32,855
23
$15.5M 0.48%
142,382
+104,380
24
$15.1M 0.47%
152,827
+54,348
25
$14.7M 0.45%
27
1
2 3 4 5