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
$2.11B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.2M
3
+$10M
4
AXP icon
American Express
AXP
+$9.62M
5
DLR icon
Digital Realty Trust
DLR
+$4.71M

Top Sells

1
+$14.3M
2
+$10.9M
3
+$10.7M
4
PYPL icon
PayPal
PYPL
+$8.22M
5
TEAM icon
Atlassian
TEAM
+$4.1M

Sector Composition

1 Technology 22.37%
2 Financials 17.15%
3 Healthcare 12.84%
4 Consumer Discretionary 11.97%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$203K 0.01%
+13,416
227
$190K 0.01%
+10,133
228
$169K 0.01%
+23,194
229
$103K ﹤0.01%
2,617
230
$44K ﹤0.01%
12,260
231
– –
-11,850
232
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-734
233
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-8,117
234
– –
-376
235
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-3,442
236
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-4,501
237
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-9,837
238
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-3,888
239
– –
-7,180
240
– –
-2,004
241
– –
-53,728
242
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-20,711
243
– –
-42,167
244
– –
-6,996
245
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-3,644
246
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-1,660
247
– –
-4,400
248
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-237,305
6 7 8 9
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