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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
$2.66B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.6M
3
+$7.42M
4
IAU icon
iShares Gold Trust
IAU
+$6.79M
5
RF icon
Regions Financial
RF
+$6.16M

Top Sells

1
+$13.1M
2
+$5.17M
3
+$5.11M
4
LIN icon
Linde
LIN
+$2.87M
5
T icon
AT&T
T
+$2.32M

Sector Composition

1 Technology 18.56%
2 Financials 17.91%
3 Consumer Discretionary 10.9%
4 Healthcare 9.89%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-3,036
277
– –
-1,845
278
– –
-2,000
279
– –
-3,944
280
– –
-13,500
281
– –
-5,019
282
– –
-2,250
283
– –
-3,576
284
– –
-3,370
285
– –
-3,373
8 9 10 11
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