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
$2.24B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$8.34M
3
+$7.53M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.36M
5
RF icon
Regions Financial
RF
+$5.28M

Top Sells

1
+$16.9M
2
+$13.6M
3
+$10.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.8M
5
VZ icon
Verizon
VZ
+$8.23M

Sector Composition

1 Financials 16.13%
2 Technology 15.48%
3 Healthcare 14.71%
4 Industrials 9.61%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$26K ﹤0.01%
+535
527
$26K ﹤0.01%
101
-212
528
$25K ﹤0.01%
276
-3
529
$24K ﹤0.01%
396
-84
530
$24K ﹤0.01%
72
-8
531
$24K ﹤0.01%
100
-5
532
$24K ﹤0.01%
850
533
$24K ﹤0.01%
100
-650
534
$24K ﹤0.01%
5,000
535
$24K ﹤0.01%
375
-8
536
$24K ﹤0.01%
381
-40
537
$23K ﹤0.01%
600
538
$23K ﹤0.01%
337
+200
539
$23K ﹤0.01%
600
-54
540
$23K ﹤0.01%
+650
541
$23K ﹤0.01%
165
-5
542
$23K ﹤0.01%
490
-300
543
$23K ﹤0.01%
710
-281
544
$23K ﹤0.01%
1,227
545
$23K ﹤0.01%
690
-300
546
$23K ﹤0.01%
480
547
$23K ﹤0.01%
393
+107
548
$22K ﹤0.01%
213
+113
549
$22K ﹤0.01%
334
-59
550
$22K ﹤0.01%
510
-504
20 21
22
23 24