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
276
$136K 0.01%
1,401
+1,364
277
$136K 0.01%
1,085
278
$132K 0.01%
+8,190
279
$128K 0.01%
1,781
-1,908
280
$128K 0.01%
1,572
281
$118K 0.01%
10,000
282
$115K 0.01%
1,400
283
$114K 0.01%
5,695
+3,675
284
$113K 0.01%
+833
285
$102K 0.01%
735
286
$99K 0.01%
1,921
287
$92.6K 0.01%
+1,850
288
$85.7K 0.01%
2,625
289
$84.6K 0.01%
+695
290
$83.7K 0.01%
830
291
$81.2K ﹤0.01%
738
+153
292
$80.8K ﹤0.01%
12,329
293
$77.4K ﹤0.01%
2,048
294
$75.3K ﹤0.01%
+1,172
295
$68.3K ﹤0.01%
1,465
+120
296
$67.8K ﹤0.01%
1,290
297
$62K ﹤0.01%
800
298
$59.6K ﹤0.01%
+2,225
299
$59.2K ﹤0.01%
1,350
300
$58K ﹤0.01%
670
10 11
12
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