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
$1.09B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.1M
3
+$8.47M
4
AMZN icon
Amazon
AMZN
+$7.19M
5
BAC icon
Bank of America
BAC
+$6.94M

Top Sells

1
+$17.1M
2
+$14M
3
+$9.07M
4
TRV icon
Travelers Companies
TRV
+$7.71M
5
CHKP icon
Check Point Software Technologies
CHKP
+$6.3M

Sector Composition

1 Financials 15.64%
2 Technology 14.6%
3 Healthcare 12.09%
4 Energy 10.92%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.36M 0.68%
437,840
+427,680
52
$7.31M 0.67%
90,694
-1,175
53
$7.1M 0.65%
81,744
+5,443
54
$7.1M 0.65%
120,148
55
$6.94M 0.64%
57,237
+2,185
56
$6.38M 0.59%
76,460
+526
57
$6.13M 0.56%
237,579
-10,560
58
$5.87M 0.54%
100,704
+5,572
59
$5.87M 0.54%
123,310
+73,317
60
$5.56M 0.51%
71,688
+15,057
61
$5.3M 0.49%
28,804
-928
62
$4.84M 0.45%
120,694
+26,220
63
$4.75M 0.44%
60,790
+16,589
64
$4.12M 0.38%
22
+1
65
$4.12M 0.38%
13,104
+268
66
$3.68M 0.34%
47,696
-17,542
67
$3.21M 0.3%
43,544
+1,750
68
$3.17M 0.29%
12,662
-1,113
69
$3.15M 0.29%
87,706
+4,046
70
$3.02M 0.28%
78,131
-5,820
71
$2.93M 0.27%
62,862
-6,320
72
$2.87M 0.26%
47,402
-14,721
73
$2.85M 0.26%
55,370
-884
74
$2.82M 0.26%
61,989
+3,289
75
$2.8M 0.26%
74,295
+2,897
1 2
3
4 5