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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 1.36%
80
+50
27
$15.6M 1.29%
163,972
-759
28
$15.2M 1.26%
717,104
+1,499
29
$14.9M 1.24%
688,580
+2,760
30
$13.9M 1.15%
174,902
-59,948
31
$13.9M 1.15%
278,654
-1,993
32
$13.4M 1.11%
221,272
-2,305
33
$13.3M 1.1%
103,399
+2,209
34
$13.2M 1.09%
+245,610
35
$12.7M 1.05%
226,799
-9,524
36
$12.6M 1.04%
318,183
-13,231
37
$12.3M 1.02%
176,992
+68,992
38
$12M 1%
213,836
+15,629
39
$11.9M 0.98%
152,051
-856
40
$11.4M 0.94%
358,445
+1,485
41
$10.5M 0.87%
213,310
-2,467
42
$10.3M 0.85%
220,633
-1,761
43
$10.1M 0.84%
83,981
-196
44
$10M 0.83%
125,090
-1,197
45
$9.82M 0.81%
84,438
-4,879
46
$9.77M 0.81%
116,784
+32,012
47
$9.25M 0.77%
103,350
-3,270
48
$8.65M 0.72%
128,865
+1,234
49
$8.55M 0.71%
59,380
-43
50
$8.38M 0.69%
67,061
-188
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