CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Return
28.73%
This Quarter Return
+8.39%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.58B
AUM Growth
+$93M
(+6.2%)
Cap. Flow
-$9M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
26%
Holding
265
New
14
Increased
81
Reduced
114
Closed
11
Top Buys
| 1 |
CATC
CAMBRIDGE BANCORP
CATC
|
$8.73M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$8.72M |
| 3 |
Emerson Electric
EMR
|
$6.84M |
| 4 |
JPMorgan Chase
JPM
|
$5.91M |
| 5 |
Verizon
VZ
|
$5.51M |
Top Sells
| 1 |
GE Aerospace
GE
|
$15.7M |
| 2 |
CELG
Celgene Corp
CELG
|
$9.1M |
| 3 |
AB InBev
BUD
|
$6.17M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$5.72M |
| 5 |
Adobe
ADBE
|
$5.2M |
Sector Composition
| 1 | Financials | 18.06% |
| 2 | Technology | 15.38% |
| 3 | Healthcare | 13.21% |
| 4 | Industrials | 9.96% |
| 5 | Consumer Discretionary | 9% |
