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
701
$5K ﹤0.01%
+280
702
$5K ﹤0.01%
+100
703
$5K ﹤0.01%
+65
704
$5K ﹤0.01%
113
705
$5K ﹤0.01%
129
-112
706
$5K ﹤0.01%
+20
707
$5K ﹤0.01%
+27
708
$5K ﹤0.01%
311
709
$5K ﹤0.01%
89
710
$5K ﹤0.01%
98
711
$5K ﹤0.01%
+282
712
$5K ﹤0.01%
173
713
$5K ﹤0.01%
157
714
$5K ﹤0.01%
+40
715
$4K ﹤0.01%
132
716
$4K ﹤0.01%
35
-158
717
$4K ﹤0.01%
+86
718
$4K ﹤0.01%
36
719
$4K ﹤0.01%
+355
720
$4K ﹤0.01%
58
721
$4K ﹤0.01%
+459
722
$4K ﹤0.01%
+35
723
$4K ﹤0.01%
76
-70
724
$4K ﹤0.01%
+25
725
$4K ﹤0.01%
31
27 28
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30 31