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
301
$53K ﹤0.01%
625
302
$52.7K ﹤0.01%
500
303
$50.9K ﹤0.01%
928
304
$49.8K ﹤0.01%
+2,165
305
$49.6K ﹤0.01%
995
+525
306
$46K ﹤0.01%
784
307
$45.9K ﹤0.01%
+269
308
$44.6K ﹤0.01%
1,851
309
$39.3K ﹤0.01%
857
310
$37.5K ﹤0.01%
175
311
$37.1K ﹤0.01%
+583
312
$36.8K ﹤0.01%
+500
313
$31.2K ﹤0.01%
2,076
314
$27.1K ﹤0.01%
695
-185
315
$26.1K ﹤0.01%
1,467
316
$24.2K ﹤0.01%
428
-20
317
$23.3K ﹤0.01%
5,128
318
$22.5K ﹤0.01%
550
319
$18.8K ﹤0.01%
733
320
$18K ﹤0.01%
292
+245
321
$16.1K ﹤0.01%
870
322
$14.1K ﹤0.01%
200
323
$13.7K ﹤0.01%
265
324
$9.94K ﹤0.01%
360
325
$7.87K ﹤0.01%
+192
10 11 12
13
14