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
$2.1B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.6M
3
+$3.75M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.68M
5
APTV icon
Aptiv
APTV
+$3.67M

Top Sells

1
+$47.4M
2
+$31.6M
3
+$20.6M
4
PXD
Pioneer Natural Resource Co.
PXD
+$12.2M
5
V icon
Visa
V
+$11.8M

Sector Composition

1 Technology 19.67%
2 Financials 14.51%
3 Healthcare 13.47%
4 Consumer Discretionary 8.27%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$71.3K ﹤0.01%
2,063
-346
402
$70.7K ﹤0.01%
1,220
403
$70.6K ﹤0.01%
1,975
404
$70.4K ﹤0.01%
1,630
405
$69.8K ﹤0.01%
3,500
406
$69.2K ﹤0.01%
5,000
407
$68.3K ﹤0.01%
1,000
-815
408
$67.8K ﹤0.01%
1,500
409
$66.9K ﹤0.01%
717
410
$66.4K ﹤0.01%
889
-543
411
$66.1K ﹤0.01%
490
412
$66K ﹤0.01%
3,675
413
$65.5K ﹤0.01%
958
414
$65.1K ﹤0.01%
652
+243
415
$64.3K ﹤0.01%
2,000
416
$63.8K ﹤0.01%
2,116
417
$63.3K ﹤0.01%
909
418
$63.2K ﹤0.01%
242
419
$60.4K ﹤0.01%
750
-250
420
$60.3K ﹤0.01%
1,000
421
$58.4K ﹤0.01%
131
-82
422
$58.2K ﹤0.01%
3,945
423
$57.5K ﹤0.01%
425
424
$57.2K ﹤0.01%
8,400
425
$57K ﹤0.01%
749
15 16
17
18 19