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
$1.72B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$7.88M
3
+$4.4M
4
WSO icon
Watsco Inc
WSO
+$2.94M
5
SBUX icon
Starbucks
SBUX
+$1.37M

Top Sells

1
+$5.39M
2
+$5.25M
3
+$5.19M
4
CRM icon
Salesforce
CRM
+$4.79M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M

Sector Composition

1 Technology 16.84%
2 Financials 15.91%
3 Healthcare 13.37%
4 Consumer Discretionary 11.26%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.01%
3,216
227
$254K 0.01%
2,190
-120
228
$252K 0.01%
694
229
$249K 0.01%
1,320
230
$242K 0.01%
+2,792
231
$240K 0.01%
5,431
232
$240K 0.01%
656
-103
233
$239K 0.01%
+6,025
234
$237K 0.01%
+1,445
235
$234K 0.01%
+1,138
236
$233K 0.01%
+1,450
237
$232K 0.01%
2,028
-11
238
$230K 0.01%
2,036
+127
239
$229K 0.01%
+834
240
$228K 0.01%
12,500
241
$224K 0.01%
+3,412
242
$224K 0.01%
3,250
243
$221K 0.01%
+1,081
244
$215K 0.01%
4,260
245
$214K 0.01%
2,606
-50
246
$212K 0.01%
+739
247
$210K 0.01%
2,712
248
$209K 0.01%
+5,813
249
$206K 0.01%
+750
250
$202K 0.01%
+3,608
7 8 9
10
11