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
$1.58B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.25M
3
+$6.36M
4
JPM icon
JPMorgan Chase
JPM
+$5.59M
5
VZ icon
Verizon
VZ
+$5.12M

Top Sells

1
+$17.9M
2
+$9.84M
3
+$6.5M
4
PXD
Pioneer Natural Resource Co.
PXD
+$5.1M
5
ADBE icon
Adobe
ADBE
+$5.1M

Sector Composition

1 Financials 18.06%
2 Technology 15.38%
3 Healthcare 13.21%
4 Industrials 9.96%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.01%
1,202
-401
252
$178K 0.01%
11,850
253
$154K 0.01%
11,180
254
$147K 0.01%
18,175
255
– –
-99,850
256
– –
-19,602
257
– –
-10,496
258
– –
-2,025
259
– –
-14,408
260
– –
-44,468
261
– –
-10,194
262
– –
-651
263
– –
-114,871
264
– –
-4,432
265
– –
-4,416
7 8 9 10
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