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
501
$60K ﹤0.01%
1,684
502
$60K ﹤0.01%
119
-8
503
$60K ﹤0.01%
892
-91
504
$60K ﹤0.01%
250
-300
505
$59K ﹤0.01%
2,400
506
$59K ﹤0.01%
+593
507
$58K ﹤0.01%
462
-30
508
$58K ﹤0.01%
+545
509
$58K ﹤0.01%
1,265
-345
510
$58K ﹤0.01%
5,000
511
$58K ﹤0.01%
130
512
$58K ﹤0.01%
+1,538
513
$57K ﹤0.01%
+958
514
$57K ﹤0.01%
250
515
$57K ﹤0.01%
5,231
-311
516
$56K ﹤0.01%
115
-149
517
$55K ﹤0.01%
+473
518
$55K ﹤0.01%
406
-307
519
$55K ﹤0.01%
700
520
$55K ﹤0.01%
1,420
-256
521
$53K ﹤0.01%
500
522
$53K ﹤0.01%
+2,532
523
$52K ﹤0.01%
650
-300
524
$52K ﹤0.01%
383
+5
525
$52K ﹤0.01%
+2,473
19 20
21
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