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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
$1.46B
AUM Growth
-$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$8.66M
3
+$7.94M
4
ECL icon
Ecolab
ECL
+$7.6M
5
PGR icon
Progressive
PGR
+$4.68M

Top Sells

1
+$23.5M
2
+$14.2M
3
+$13.1M
4
SIVB
SVB Financial Group
SIVB
+$13M
5
EOG icon
EOG Resources
EOG
+$11.3M

Sector Composition

1 Technology 19.6%
2 Healthcare 15.44%
3 Financials 15.31%
4 Consumer Discretionary 11.16%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K ﹤0.01%
14,640
227
$23K ﹤0.01%
12,260
228
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229
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232
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234
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235
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240
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-193,048
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242
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250
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