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
$1.45B
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$6.9M
3
+$6.57M
4
FRC
First Republic Bank
FRC
+$5.44M
5
NVS icon
Novartis
NVS
+$4.34M

Top Sells

1
+$9.56M
2
+$7.5M
3
+$6.77M
4
OZK icon
Bank OZK
OZK
+$6.39M
5
KMB icon
Kimberly-Clark
KMB
+$5.55M

Sector Composition

1 Financials 16.84%
2 Healthcare 14.71%
3 Technology 14.44%
4 Industrials 10.75%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
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