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
$2.86B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$16M
3
+$13.5M
4
KO icon
Coca-Cola
KO
+$8M
5
CMCSA icon
Comcast
CMCSA
+$7.98M

Top Sells

1
+$22.3M
2
+$18.5M
3
+$12.2M
4
PLD icon
Prologis
PLD
+$11.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M

Sector Composition

1 Technology 19.72%
2 Financials 16.15%
3 Healthcare 11.95%
4 Consumer Discretionary 9.85%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$72K ﹤0.01%
3,945
477
$72K ﹤0.01%
600
478
$71K ﹤0.01%
335
-33
479
$71K ﹤0.01%
600
480
$71K ﹤0.01%
193
481
$71K ﹤0.01%
1,329
482
$70K ﹤0.01%
648
-71
483
$70K ﹤0.01%
1,479
-2,189
484
$70K ﹤0.01%
614
-116
485
$70K ﹤0.01%
900
-495
486
$70K ﹤0.01%
1,360
-251
487
$69K ﹤0.01%
1,493
-115
488
$69K ﹤0.01%
677
+180
489
$69K ﹤0.01%
244
-509
490
$68K ﹤0.01%
+885
491
$67K ﹤0.01%
927
+719
492
$66K ﹤0.01%
14,000
493
$64K ﹤0.01%
699
+502
494
$64K ﹤0.01%
842
-150
495
$64K ﹤0.01%
577
+152
496
$63K ﹤0.01%
1,000
497
$62K ﹤0.01%
1,500
-1,000
498
$62K ﹤0.01%
890
+685
499
$62K ﹤0.01%
1,000
-64
500
$60K ﹤0.01%
7,500
18 19
20
21 22