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
$1.31B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.7M
3
+$7.5M
4
NLSN
Nielsen Holdings plc
NLSN
+$7.2M
5
CTRA icon
Coterra Energy
CTRA
+$4.56M

Top Sells

1
+$12M
2
+$10.1M
3
+$1.58M
4
CLX icon
Clorox
CLX
+$1.51M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$1.42M

Sector Composition

1 Healthcare 16.33%
2 Technology 14.7%
3 Financials 14.46%
4 Industrials 10.12%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-6,515
252
– –
-20,903
253
– –
-11,951
254
– –
-15,076
255
– –
-12,000
7 8 9 10
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