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
$1.73B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.6M
3
+$3.81M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M
5
VZ icon
Verizon
VZ
+$1.09M

Top Sells

1
+$7.9M
2
+$6.35M
3
+$5.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.28M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.57M

Sector Composition

1 Technology 18.1%
2 Financials 16.94%
3 Healthcare 13.4%
4 Industrials 9.91%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,925
252
– –
-15,185
253
– –
-1,309
7 8 9 10
11