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
$2.24B
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%
+100
702
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129
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703
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+20
704
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+27
705
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706
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707
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708
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709
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173
710
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711
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100
712
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713
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113
714
$5K ﹤0.01%
+40
715
$4K ﹤0.01%
36
716
$4K ﹤0.01%
+355
717
$4K ﹤0.01%
58
718
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300
719
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400
720
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+60
721
$4K ﹤0.01%
126
722
$4K ﹤0.01%
25
-54
723
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132
724
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35
-158
725
$4K ﹤0.01%
+86
27 28
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