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
26
$7.95M 0.48%
33,301
+2,788
27
$7.41M 0.45%
93,091
+4,235
28
$7.37M 0.44%
73,617
-1,785,503
29
$7.18M 0.43%
140,163
+9,709
30
$7.03M 0.42%
83,813
+5,315
31
$6.68M 0.4%
31,197
+1,400
32
$6.62M 0.4%
67,454
-8,843
33
$6.31M 0.38%
56,909
+617
34
$6.24M 0.38%
34,537
+437
35
$6.16M 0.37%
16,846
+1,907
36
$6.09M 0.37%
44,795
-2,905
37
$5.45M 0.33%
32,153
38
$5.13M 0.31%
33,751
+4,944
39
$4.86M 0.29%
32,912
+1,428
40
$4.48M 0.27%
14,393
-284
41
$4.45M 0.27%
93,466
+6,883
42
$4.44M 0.27%
69,818
+13,252
43
$4.43M 0.27%
8,050
+521
44
$4.19M 0.25%
7,894
+715
45
$4.1M 0.25%
42,129
+25,121
46
$4.1M 0.25%
21,454
+2,934
47
$4.1M 0.25%
11,785
+570
48
$4.09M 0.25%
15,530
+75
49
$4.04M 0.24%
34,552
-2,586
50
$4.03M 0.24%
17,107
+233
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