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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.13M 0.67%
123,831
-233
52
$7.32M 0.61%
298,576
-4,572
53
$7.09M 0.59%
90,585
+817
54
$6.59M 0.55%
167,141
-17,734
55
$6.35M 0.53%
65,592
-1,721
56
$6.34M 0.52%
582,393
-21,207
57
$6.28M 0.52%
137,361
+7,554
58
$6.18M 0.51%
55,592
+25,756
59
$5.9M 0.49%
63,173
+116
60
$5.55M 0.46%
96,807
+3,274
61
$5.55M 0.46%
82,861
+78,385
62
$5.54M 0.46%
52,290
+39,423
63
$5.49M 0.45%
69,840
+456
64
$4.59M 0.38%
93,977
-13,094
65
$4.57M 0.38%
28,142
+330
66
$4.5M 0.37%
147,886
-110,243
67
$4.47M 0.37%
119,998
68
$4.44M 0.37%
42,705
+1,868
69
$4.16M 0.34%
43,075
-24,796
70
$4.1M 0.34%
26,363
-122
71
$4.04M 0.33%
35,727
-5,404
72
$3.94M 0.33%
14,404
+542
73
$3.83M 0.32%
97,711
+4,929
74
$3.8M 0.31%
10,985
+151
75
$3.42M 0.28%
50,880
-3,941
1 2
3
4 5