CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$8.47M
3 +$7.78M
4
CPRI icon
Capri Holdings
CPRI
+$7.28M
5
CSX icon
CSX Corp
CSX
+$5.86M

Top Sells

1 +$15.9M
2 +$15.8M
3 +$9.57M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$9.05M
5
AIG icon
American International
AIG
+$5.73M

Sector Composition

1 Financials 15.87%
2 Technology 14.58%
3 Healthcare 12.99%
4 Industrials 9.27%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,700