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
$2.24B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$8.34M
3
+$7.53M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.36M
5
RF icon
Regions Financial
RF
+$5.28M

Top Sells

1
+$16.9M
2
+$13.6M
3
+$10.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.8M
5
VZ icon
Verizon
VZ
+$8.23M

Sector Composition

1 Financials 16.13%
2 Technology 15.48%
3 Healthcare 14.71%
4 Industrials 9.61%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$66K ﹤0.01%
2,116
427
$63K ﹤0.01%
123
-10
428
$63K ﹤0.01%
269
-18
429
$63K ﹤0.01%
1,400
430
$61K ﹤0.01%
1,500
431
$59K ﹤0.01%
593
432
$58K ﹤0.01%
550
433
$58K ﹤0.01%
2,082
-394
434
$57K ﹤0.01%
545
435
$57K ﹤0.01%
490
436
$55K ﹤0.01%
958
437
$55K ﹤0.01%
4,900
+3,000
438
$55K ﹤0.01%
425
-10
439
$55K ﹤0.01%
350
440
$54K ﹤0.01%
+540
441
$52K ﹤0.01%
10,000
442
$52K ﹤0.01%
211
+74
443
$52K ﹤0.01%
1,129
+761
444
$52K ﹤0.01%
181
-13
445
$52K ﹤0.01%
4,685
446
$52K ﹤0.01%
1,538
447
$51K ﹤0.01%
+3,000
448
$51K ﹤0.01%
1,470
-372
449
$51K ﹤0.01%
975
-15
450
$51K ﹤0.01%
4,084
16 17
18
19 20