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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.69M
3
+$3.32M
4
FMC icon
FMC
FMC
+$2.73M
5
VZ icon
Verizon
VZ
+$1.95M

Top Sells

1
+$9.45M
2
+$6.46M
3
+$6.45M
4
WWAV
The WhiteWave Foods Company
WWAV
+$5.69M
5
ADBE icon
Adobe
ADBE
+$3.61M

Sector Composition

1 Financials 14.57%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.4M 1.37%
152,302
+580
27
$15.2M 1.35%
340,286
-2,467
28
$14.9M 1.33%
150,798
-821
29
$14.1M 1.25%
281,640
+39,330
30
$13.8M 1.22%
242,217
-524
31
$13.1M 1.16%
114,520
-126
32
$13M 1.15%
1,292,670
+12,990
33
$11.9M 1.06%
239,603
+47,957
34
$11.5M 1.02%
97,055
+1,686
35
$11.4M 1.01%
534,520
-592
36
$10.9M 0.97%
275,161
-2,168
37
$10.7M 0.95%
157,196
-411
38
$10.5M 0.93%
222,384
-59,790
39
$10.5M 0.93%
379,238
-88,990
40
$10.3M 0.92%
639,440
-3,700
41
$10M 0.89%
161,552
+157,972
42
$9.71M 0.86%
133,157
+5,190
43
$9.24M 0.82%
329,501
+13,126
44
$9.21M 0.82%
177,554
+12,553
45
$9.05M 0.8%
81,622
+2,574
46
$8.63M 0.77%
247,850
+2,682
47
$8.38M 0.74%
70,276
+1,352
48
$7.81M 0.69%
68,038
+980
49
$7.57M 0.67%
61,433
+2,245
50
$7.36M 0.65%
83,853
+2,086
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