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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$182M
2
+$52M
3
+$31.8M
4
B
Barnes Group Inc.
B
+$9.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$179M
2
+$19.8M
3
+$6.34M
4
SXI icon
Standex International
SXI
+$3.72M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.21M

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
326
$7.08K ﹤0.01%
150
327
$5.55K ﹤0.01%
+141
328
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-935
329
– –
-7,962
330
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331
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-3
332
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-6
333
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-3,830
334
– –
-12,800
335
– –
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336
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-20
337
– –
-3,448
338
– –
-573
339
– –
-13,915
340
– –
-542
341
– –
-18
342
– –
-20,238
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