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
676
$6K ﹤0.01%
30
677
$6K ﹤0.01%
+32
678
$6K ﹤0.01%
65
+43
679
$6K ﹤0.01%
195
680
$6K ﹤0.01%
+42
681
$6K ﹤0.01%
316
682
$6K ﹤0.01%
+30
683
$6K ﹤0.01%
300
684
$6K ﹤0.01%
4
+2
685
$6K ﹤0.01%
98
+65
686
$6K ﹤0.01%
293
687
$6K ﹤0.01%
+70
688
$6K ﹤0.01%
+95
689
$6K ﹤0.01%
29
690
$6K ﹤0.01%
238
691
$6K ﹤0.01%
193
692
$6K ﹤0.01%
910
-1,256
693
$5K ﹤0.01%
+87
694
$5K ﹤0.01%
+105
695
$5K ﹤0.01%
+35
696
$5K ﹤0.01%
500
697
$5K ﹤0.01%
85
-13
698
$5K ﹤0.01%
20
-27
699
$5K ﹤0.01%
100
700
$5K ﹤0.01%
400
26 27
28
29 30