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
51
$3.9M 0.24%
82,488
+3,063
52
$3.7M 0.22%
14,103
+88
53
$3.54M 0.21%
8,251
+57
54
$3.21M 0.19%
15,518
+260
55
$3.13M 0.19%
61,948
56
$3.1M 0.19%
14,481
+320
57
$3.08M 0.19%
33,084
-4,149
58
$3.04M 0.18%
18,378
+710
59
$2.98M 0.18%
112,912
+10,860
60
$2.97M 0.18%
12,165
+3,463
61
$2.9M 0.17%
198,240
-690
62
$2.86M 0.17%
21,099
-411
63
$2.83M 0.17%
32,607
+1,331
64
$2.83M 0.17%
49,429
-1,895
65
$2.73M 0.16%
37,949
-797
66
$2.69M 0.16%
41,013
+192
67
$2.66M 0.16%
26,555
+2,427
68
$2.63M 0.16%
26,090
-75
69
$2.62M 0.16%
12,594
+3,861
70
$2.59M 0.16%
+161,000
71
$2.52M 0.15%
14,019
+2,670
72
$2.52M 0.15%
11,949
+50
73
$2.45M 0.15%
+101,545
74
$2.44M 0.15%
+105,790
75
$2.44M 0.15%
7,297
+268
1 2
3
4 5