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
701
$15K ﹤0.01%
337
702
$15K ﹤0.01%
1,050
703
$15K ﹤0.01%
+148
704
$15K ﹤0.01%
414
705
$15K ﹤0.01%
62
-84
706
$15K ﹤0.01%
150
-110
707
$14K ﹤0.01%
452
-1,741
708
$14K ﹤0.01%
600
709
$14K ﹤0.01%
123
710
$14K ﹤0.01%
359
711
$14K ﹤0.01%
200
712
$14K ﹤0.01%
+79
713
$14K ﹤0.01%
150
-85
714
$14K ﹤0.01%
+644
715
$14K ﹤0.01%
+155
716
$13K ﹤0.01%
275
-19
717
$13K ﹤0.01%
368
718
$13K ﹤0.01%
45
-21
719
$13K ﹤0.01%
83
-2
720
$13K ﹤0.01%
+57
721
$13K ﹤0.01%
+66
722
$13K ﹤0.01%
+53
723
$13K ﹤0.01%
179
-493
724
$13K ﹤0.01%
293
-1,261
725
$12K ﹤0.01%
281
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