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
+$41.3M
2
+$8.37M
3
+$7.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.27M
5
RF icon
Regions Financial
RF
+$5.31M

Top Sells

1
+$16.9M
2
+$14.2M
3
+$10.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.49M
5
VZ icon
Verizon
VZ
+$7.87M

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%
129
-112
702
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+20
703
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+27
704
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705
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706
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707
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+35
708
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709
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710
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+40
711
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311
712
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+87
713
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714
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100
715
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31
716
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111
717
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132
718
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35
-158
719
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720
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+355
721
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58
722
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+459
723
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+35
724
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76
-70
725
$4K ﹤0.01%
+25
27 28
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30 31