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
$1.15B
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$8.47M
3
+$7.78M
4
CPRI icon
Capri Holdings
CPRI
+$7.28M
5
CSX icon
CSX Corp
CSX
+$5.86M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$9.57M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$9.05M
5
AIG icon
American International
AIG
+$5.73M

Sector Composition

1 Financials 15.87%
2 Technology 14.58%
3 Healthcare 12.99%
4 Industrials 9.27%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.9M 0.69%
297,132
+6,476
52
$7.78M 0.68%
+70,003
53
$7.28M 0.63%
+96,918
54
$6.84M 0.59%
58,955
+723
55
$6.26M 0.54%
59,923
-8,115
56
$6.24M 0.54%
89,731
+1,533
57
$6.1M 0.53%
505,314
+485,319
58
$6.09M 0.53%
68,192
-4,676
59
$5.68M 0.49%
60,033
+2,083
60
$5.27M 0.46%
120,148
61
$5.02M 0.44%
14,042
+434
62
$4.97M 0.43%
22
63
$4.82M 0.42%
68,170
-7,989
64
$4.81M 0.42%
47,002
+1,272
65
$4.12M 0.36%
117,725
-4,730
66
$3.9M 0.34%
59,603
+3,078
67
$3.74M 0.32%
14,174
+2,617
68
$3.71M 0.32%
70,235
+2,952
69
$3.7M 0.32%
24,148
-3,030
70
$3.55M 0.31%
66,423
+3,446
71
$3.55M 0.31%
+34,070
72
$3.55M 0.31%
25,211
+1,979
73
$3.44M 0.3%
16,747
+13,534
74
$3.37M 0.29%
44,349
-1,458
75
$3.03M 0.26%
71,802
+2,260
1 2
3
4 5