CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$7.3M
3
+$6.7M
4
MDT icon
Medtronic
MDT
+$6.22M
5
OZK icon
Bank OZK
OZK
+$4.62M

Top Sells

1
+$6.83M
2
+$5.99M
3
+$4.81M
4
GE icon
GE Aerospace
GE
+$4.58M
5
MSFT icon
Microsoft
MSFT
+$4.54M

Sector Composition

1 Financials 16.57%
2 Technology 15.03%
3 Healthcare 13.46%
4 Industrials 8.12%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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233
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235
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239
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240
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-15,718
241
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-47,002
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