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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,655
252
– –
-11,796
253
– –
-17,095
254
– –
-4,610
255
– –
-8,729
256
– –
-7,104
257
– –
-39,780
7 8 9 10
11