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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.2M
3
+$9.56M
4
CVX icon
Chevron
CVX
+$9.27M
5
JPM icon
JPMorgan Chase
JPM
+$6.76M

Top Sells

1
+$8.18M
2
+$5.78M
3
+$5.01M
4
TEAM icon
Atlassian
TEAM
+$4.15M
5
MDT icon
Medtronic
MDT
+$3.44M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.01%
+5,192
227
$220K 0.01%
+182
228
$217K 0.01%
+4,044
229
$215K 0.01%
+1,940
230
$212K 0.01%
+3,370
231
$210K 0.01%
+3,279
232
$204K 0.01%
+2,820
233
$203K 0.01%
+734
234
$195K 0.01%
6,353
-155
235
$191K 0.01%
2,617
236
$178K 0.01%
11,850
237
$81K ﹤0.01%
10,541
238
$38K ﹤0.01%
12,260
239
– –
-2,931
240
– –
-2,955
241
– –
-14,640
242
– –
-2,259
243
– –
-1,360
244
– –
-38,439
245
– –
-5,462
246
– –
-5,155
247
– –
-143,246
248
– –
-3,655
249
– –
-11,796
250
– –
-17,095
7 8 9
10
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