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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.22M
3
+$1.04M
4
MSFT icon
Microsoft
MSFT
+$1.02M
5
PYPL icon
PayPal
PYPL
+$1.01M

Top Sells

1
+$12.7M
2
+$3.34M
3
+$2.35M
4
CSCO icon
Cisco
CSCO
+$1.7M
5
RNG icon
RingCentral
RNG
+$674K

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.01%
3,470
+100
227
$208K 0.01%
6,996
-4,678
228
$205K 0.01%
174
-8
229
$205K 0.01%
+736
230
$204K 0.01%
6,564
+211
231
$201K 0.01%
3,442
-2,662
232
$178K 0.01%
11,850
233
$115K 0.01%
10,541
234
$67K ﹤0.01%
2,617
235
$33K ﹤0.01%
12,260
236
– –
-5,192
237
– –
-2,292
238
– –
-3,966
239
– –
-6,421
240
– –
-2,820
241
– –
-28,928
242
– –
-6,769
243
– –
-4,426
244
– –
-3,025
245
– –
-7,050
246
– –
-9,369
6 7 8 9
10