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
$1.22B
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.1M
3
+$8.04M
4
XOM icon
Exxon Mobil
XOM
+$7.48M
5
PX
Praxair Inc
PX
+$6.94M

Top Sells

1
+$15.8M
2
+$12.5M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$6.69M
5
HXL icon
Hexcel
HXL
+$5.13M

Sector Composition

1 Healthcare 16.3%
2 Technology 15.5%
3 Financials 15.25%
4 Consumer Discretionary 9.83%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.39%
169,956
-67,355
27
$16.9M 1.38%
79
28
$16.8M 1.38%
430,018
+13,316
29
$16.8M 1.38%
+177,951
30
$16.4M 1.35%
303,878
-5,638
31
$15.8M 1.3%
206,582
+3,254
32
$15.5M 1.28%
110,440
+6,797
33
$15M 1.23%
171,936
-703
34
$14.9M 1.22%
196,689
+796
35
$14.4M 1.18%
230,731
+734
36
$14.3M 1.17%
327,164
-25,709
37
$14M 1.15%
193,237
-29,961
38
$13.4M 1.1%
247,766
+24,498
39
$13.1M 1.07%
204,922
+8,531
40
$12.7M 1.04%
85,839
+3,345
41
$12.6M 1.03%
140,238
+11,090
42
$12.1M 0.99%
35,542
+1,482
43
$11.6M 0.95%
413,433
+38,663
44
$11.4M 0.93%
130,896
-48,546
45
$10.7M 0.88%
86,193
+462
46
$10.7M 0.88%
79,746
+1,976
47
$10.4M 0.86%
78,200
+2,144
48
$10.1M 0.83%
123,748
+603
49
$9.9M 0.81%
99,670
-939
50
$9.63M 0.79%
117,058
+7,438
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