CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14.4M
3
+$14.3M
4
HON icon
Honeywell
HON
+$10.3M
5
MCO icon
Moody's
MCO
+$6.19M

Top Sells

1
+$16.9M
2
+$12.4M
3
+$10.5M
4
CTXS
Citrix Systems Inc
CTXS
+$10M
5
CVS icon
CVS Health
CVS
+$5.9M

Sector Composition

1 Healthcare 16.18%
2 Financials 14.72%
3 Technology 14.22%
4 Industrials 10.89%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-10,150
252
– –
-7,002
253
– –
-4,092
254
– –
-2,711
255
– –
-10,581
256
– –
-1,860
257
– –
-4,756
258
– –
-3,083
259
– –
-18,490
260
– –
-6,580
7 8 9 10
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