CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
This Quarter Return
+3.41%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.45B
AUM Growth
+$1.45B
(-3.9%)
Cap. Flow
-$89.8M
Cap. Flow
% of AUM
-6.2%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
280
New
11
Increased
61
Reduced
140
Closed
34
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.25M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$6.9M |
| 3 |
Chipotle Mexican Grill
CMG
|
$6.57M |
| 4 |
FRC
First Republic Bank
FRC
|
$5.44M |
| 5 |
Novartis
NVS
|
$4.34M |
Top Sells
| 1 |
TJX Companies
TJX
|
$9.56M |
| 2 |
Bread Financial
BFH
|
$7.5M |
| 3 |
Exxon Mobil
XOM
|
$6.77M |
| 4 |
Bank OZK
OZK
|
$6.39M |
| 5 |
Kimberly-Clark
KMB
|
$5.55M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Healthcare | 14.71% |
| 3 | Technology | 14.44% |
| 4 | Industrials | 10.75% |
| 5 | Consumer Discretionary | 9.18% |
