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
251
$227K 0.01%
20,500
252
$226K 0.01%
+28,290
253
$226K 0.01%
26,200
254
$224K 0.01%
1,770
255
$224K 0.01%
1,597
-51
256
$214K 0.01%
4,075
-60
257
$212K 0.01%
+1,210
258
$211K 0.01%
+2,500
259
$208K 0.01%
3,337
-150
260
$207K 0.01%
+3,616
261
$203K 0.01%
876
-485
262
$202K 0.01%
+6,316
263
$201K 0.01%
2,822
-526
264
$201K 0.01%
+1,213
265
$200K 0.01%
1,880
-100
266
$196K 0.01%
897
267
$189K 0.01%
12,630
268
$172K 0.01%
14,483
269
$167K 0.01%
13,726
270
$162K 0.01%
1,905
-125
271
$158K 0.01%
1,033
272
$158K 0.01%
1,206
273
$151K 0.01%
2,008
-2,166
274
$149K 0.01%
1,330
275
$141K 0.01%
1,215
9 10
11
12 13