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

Top Buys

1
+$10.3M
2
+$9.36M
3
+$8.42M
4
XLNX
Xilinx Inc
XLNX
+$7.54M
5
SLB icon
SLB Ltd
SLB
+$7.35M

Top Sells

1
+$13.5M
2
+$12.1M
3
+$10.9M
4
MCO icon
Moody's
MCO
+$9.92M
5
META icon
Meta Platforms (Facebook)
META
+$7.38M

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
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266
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267
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