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
$1.57B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.94M
3
+$8.21M
4
XLNX
Xilinx Inc
XLNX
+$7.56M
5
SLB icon
SLB Ltd
SLB
+$6.82M

Top Sells

1
+$14.6M
2
+$12.1M
3
+$10M
4
MCO icon
Moody's
MCO
+$9.88M
5
META icon
Meta Platforms (Facebook)
META
+$6.57M

Sector Composition

1 Financials 17.63%
2 Technology 17.12%
3 Healthcare 12.73%
4 Industrials 10.11%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,662
252
– –
-9,702
253
– –
-1,229
254
– –
-10,676
255
– –
-8,924
256
– –
-11,180
257
– –
-4,605
258
– –
-22,836
259
– –
-12,538
260
– –
-4,052
261
– –
-3,424
262
– –
-3,083
263
– –
-44,490
264
– –
-12,305
265
– –
-10,638
266
– –
-1,286
267
– –
-48,993
7 8 9 10
11