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
76
$2.31M 0.14%
32,068
-1,244
77
$2.27M 0.14%
8,535
-37
78
$2.2M 0.13%
22,948
+350
79
$2.15M 0.13%
19,550
+5,677
80
$2.12M 0.13%
84,054
+21,084
81
$2.08M 0.13%
12,675
+300
82
$2.06M 0.12%
13,789
-40
83
$1.82M 0.11%
6,824
-300
84
$1.79M 0.11%
5,098
-259
85
$1.75M 0.11%
3,603
+2,792
86
$1.74M 0.11%
3,814
+71
87
$1.71M 0.1%
16,960
+8,115
88
$1.71M 0.1%
7,761
+860
89
$1.65M 0.1%
8,305
-45
90
$1.61M 0.1%
19,226
-32
91
$1.6M 0.1%
1,110
92
$1.53M 0.09%
+30,519
93
$1.49M 0.09%
45,031
-1,645
94
$1.49M 0.09%
+19,930
95
$1.48M 0.09%
35,931
+6,901
96
$1.47M 0.09%
8,406
+156
97
$1.45M 0.09%
5,853
+265
98
$1.44M 0.09%
6,620
+4,458
99
$1.32M 0.08%
14,518
+1,756
100
$1.32M 0.08%
16,127
2 3
4
5 6