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
151
$679K 0.04%
6,938
+1,860
152
$678K 0.04%
6,162
153
$668K 0.04%
4,592
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154
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155
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4,682
+400
156
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3,783
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157
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-400
158
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159
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15,376
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160
$631K 0.04%
8,475
161
$628K 0.04%
2,036
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162
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163
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164
$612K 0.04%
8,922
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165
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166
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167
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168
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+12,527
169
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3,016
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170
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171
$559K 0.03%
10,704
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172
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1,732
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173
$549K 0.03%
7,400
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174
$547K 0.03%
4,536
175
$544K 0.03%
+5,465
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7
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