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
126
$986K 0.06%
23,907
+179
127
$945K 0.06%
10,163
-20
128
$933K 0.06%
23,684
-1,286
129
$933K 0.06%
2,107
+99
130
$932K 0.06%
25,760
-11,956
131
$925K 0.06%
8,007
+2,715
132
$918K 0.06%
19,740
133
$906K 0.05%
6,690
134
$902K 0.05%
13,368
+1,420
135
$891K 0.05%
5,877
-3,368
136
$865K 0.05%
+13,944
137
$858K 0.05%
10,306
+6,741
138
$842K 0.05%
24,089
+162
139
$826K 0.05%
+14,187
140
$795K 0.05%
+22,629
141
$795K 0.05%
2,314
142
$759K 0.05%
+9,149
143
$747K 0.05%
8,916
144
$744K 0.04%
8,665
+385
145
$732K 0.04%
2,972
146
$727K 0.04%
2,857
-613
147
$720K 0.04%
+18,920
148
$718K 0.04%
1,013
-8
149
$708K 0.04%
18,959
-3,501
150
$708K 0.04%
+6,167
4 5
6
7 8