CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
+$35.5M
2
+$14.7M
3
+$13.9M
4
CMCSA icon
Comcast
CMCSA
+$8.21M
5
KO icon
Coca-Cola
KO
+$7.85M

Top Sells

1
+$21.7M
2
+$20.4M
3
+$12.6M
4
PLD icon
Prologis
PLD
+$11.2M
5
UL icon
Unilever
UL
+$11.1M

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
551
$42K ﹤0.01%
608
552
$42K ﹤0.01%
450
553
$42K ﹤0.01%
241
+60
554
$42K ﹤0.01%
710
+410
555
$42K ﹤0.01%
303
-88
556
$42K ﹤0.01%
427
557
$42K ﹤0.01%
490
-304
558
$42K ﹤0.01%
2,808
559
$41K ﹤0.01%
320
560
$41K ﹤0.01%
412
-189
561
$41K ﹤0.01%
12,260
562
$40K ﹤0.01%
1,629
563
$40K ﹤0.01%
1,064
-460
564
$40K ﹤0.01%
927
565
$40K ﹤0.01%
160
-36
566
$40K ﹤0.01%
821
567
$40K ﹤0.01%
380
568
$40K ﹤0.01%
539
-355
569
$39K ﹤0.01%
600
570
$39K ﹤0.01%
716
-32
571
$38K ﹤0.01%
658
572
$38K ﹤0.01%
900
573
$38K ﹤0.01%
+200
574
$38K ﹤0.01%
+240
575
$37K ﹤0.01%
+438
21 22
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