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
$1.66B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$51.9M
3
+$31.4M
4
B
Barnes Group Inc.
B
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.01M

Top Sells

1
+$179M
2
+$19.8M
3
+$6.41M
4
SXI icon
Standex International
SXI
+$3.88M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.25M

Sector Composition

1 Technology 7.88%
2 Healthcare 5.68%
3 Financials 4.56%
4 Industrials 4.45%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.02%
+4,710
227
$284K 0.02%
394
228
$283K 0.02%
5,060
-310
229
$281K 0.02%
8,215
-5,446
230
$281K 0.02%
+7,600
231
$279K 0.02%
+55,000
232
$271K 0.02%
7,150
-8,700
233
$269K 0.02%
2,624
+105
234
$261K 0.02%
1,095
-95
235
$258K 0.02%
+3,569
236
$252K 0.02%
2,966
-81
237
$252K 0.02%
8,418
238
$248K 0.01%
28,814
-3,686
239
$247K 0.01%
20,900
-11,500
240
$243K 0.01%
+1,445
241
$242K 0.01%
9,686
242
$242K 0.01%
21,300
243
$240K 0.01%
1,614
244
$237K 0.01%
2,785
+460
245
$234K 0.01%
+1,150
246
$234K 0.01%
20,600
247
$233K 0.01%
11,000
248
$232K 0.01%
1,787
249
$227K 0.01%
+3,258
250
$227K 0.01%
+1,205
8 9
10
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