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
576
$17K ﹤0.01%
+1,000
577
$17K ﹤0.01%
64
-27
578
$17K ﹤0.01%
791
579
$17K ﹤0.01%
234
+79
580
$17K ﹤0.01%
566
581
$17K ﹤0.01%
+1,208
582
$16K ﹤0.01%
450
583
$16K ﹤0.01%
663
-112
584
$16K ﹤0.01%
500
-303
585
$16K ﹤0.01%
92
+45
586
$16K ﹤0.01%
155
-186
587
$16K ﹤0.01%
383
-853
588
$16K ﹤0.01%
50
-25
589
$16K ﹤0.01%
+200
590
$15K ﹤0.01%
300
591
$15K ﹤0.01%
5,700
592
$15K ﹤0.01%
170
-123
593
$15K ﹤0.01%
325
594
$15K ﹤0.01%
+513
595
$15K ﹤0.01%
31
-3
596
$14K ﹤0.01%
275
597
$14K ﹤0.01%
200
598
$14K ﹤0.01%
1,539
599
$14K ﹤0.01%
231
600
$14K ﹤0.01%
500
22 23
24
25 26