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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$9.31M
3
+$3.49M
4
FMC icon
FMC
FMC
+$2.38M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1
+$8.5M
2
+$6.63M
3
+$6.19M
4
CPA icon
Copa Holdings
CPA
+$5.2M
5
ADBE icon
Adobe
ADBE
+$3.53M

Sector Composition

1 Financials 15.99%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.36M 0.65%
83,853
+2,086
52
$7.11M 0.63%
84,932
-1,933
53
$7.04M 0.63%
113,184
+7,759
54
$6.98M 0.62%
88,198
+14,790
55
$6.82M 0.61%
290,656
+6,520
56
$6.53M 0.58%
58,232
-85
57
$6.1M 0.54%
120,148
58
$5.93M 0.53%
72,868
-41,947
59
$5.83M 0.52%
76,159
+2,248
60
$5.39M 0.48%
57,950
+640
61
$4.93M 0.44%
27,178
-1,365
62
$4.55M 0.4%
22
63
$4.47M 0.4%
13,608
+319
64
$4.45M 0.4%
122,455
-170,520
65
$3.96M 0.35%
45,730
+278
66
$3.58M 0.32%
116,636
-7,254
67
$3.27M 0.29%
56,525
+2,694
68
$2.97M 0.26%
69,542
-1,187
69
$2.89M 0.26%
67,283
+3,276
70
$2.88M 0.26%
11,557
+1,420
71
$2.87M 0.26%
45,807
-272
72
$2.83M 0.25%
36,936
+1,524
73
$2.82M 0.25%
23,232
+1,963
74
$2.79M 0.25%
62,977
+758
75
$2.67M 0.24%
44,284
-1,719
1 2
3
4 5