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
201
$410K 0.02%
2,965
+100
202
$407K 0.02%
+1,399
203
$407K 0.02%
8,410
204
$403K 0.02%
43,746
205
$400K 0.02%
3,250
-2,355
206
$393K 0.02%
5,019
+103
207
$366K 0.02%
+15,128
208
$357K 0.02%
4,792
-1,765
209
$355K 0.02%
911
-284
210
$341K 0.02%
2,837
-396
211
$331K 0.02%
3,335
212
$331K 0.02%
10,673
-1,065
213
$329K 0.02%
9,517
214
$329K 0.02%
3,248
215
$328K 0.02%
11,867
-1,165
216
$327K 0.02%
4,836
-344
217
$321K 0.02%
+4,454
218
$319K 0.02%
8,950
-1,720
219
$319K 0.02%
4,994
220
$314K 0.02%
1,133
+23
221
$311K 0.02%
7,133
-150
222
$308K 0.02%
+5,494
223
$305K 0.02%
6,627
224
$301K 0.02%
2,111
-210
225
$295K 0.02%
+6,453
7 8
9
10 11