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
101
$1.31M 0.08%
17,626
-354
102
$1.31M 0.08%
54,431
+43,063
103
$1.3M 0.08%
10,960
104
$1.29M 0.08%
2,366
105
$1.29M 0.08%
28,871
-633
106
$1.22M 0.07%
14,209
+744
107
$1.22M 0.07%
8,970
-528
108
$1.22M 0.07%
10,455
-185
109
$1.21M 0.07%
9,843
-183
110
$1.18M 0.07%
9,138
-2,895
111
$1.16M 0.07%
15,531
-425
112
$1.14M 0.07%
5,986
+470
113
$1.12M 0.07%
7,063
+176
114
$1.12M 0.07%
11,643
-555
115
$1.1M 0.07%
36,174
-35
116
$1.08M 0.07%
11,873
+2,014
117
$1.07M 0.06%
5,058
-1,060
118
$1.07M 0.06%
8,331
-112
119
$1.06M 0.06%
4,594
-140
120
$1.06M 0.06%
4,422
-50
121
$1.05M 0.06%
3,223
+300
122
$1.05M 0.06%
3,108
+652
123
$1.03M 0.06%
6,789
+430
124
$1.03M 0.06%
4,822
-321
125
$1.02M 0.06%
10,000
-37,876
3 4
5
6 7