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
626
$11K ﹤0.01%
229
627
$11K ﹤0.01%
420
628
$10K ﹤0.01%
402
629
$10K ﹤0.01%
147
630
$10K ﹤0.01%
294
+1
631
$10K ﹤0.01%
175
632
$10K ﹤0.01%
590
-264
633
$10K ﹤0.01%
6
634
$10K ﹤0.01%
200
635
$10K ﹤0.01%
700
-1,472
636
$10K ﹤0.01%
+450
637
$10K ﹤0.01%
+150
638
$10K ﹤0.01%
+114
639
$10K ﹤0.01%
150
640
$10K ﹤0.01%
213
+56
641
$9K ﹤0.01%
1,000
642
$9K ﹤0.01%
194
643
$9K ﹤0.01%
106
644
$9K ﹤0.01%
181
645
$9K ﹤0.01%
239
646
$9K ﹤0.01%
206
-76
647
$9K ﹤0.01%
284
648
$9K ﹤0.01%
120
649
$9K ﹤0.01%
+90
650
$9K ﹤0.01%
418
-180
24 25
26
27 28