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
$1.22B
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.1M
3
+$8.04M
4
XOM icon
Exxon Mobil
XOM
+$7.48M
5
PX
Praxair Inc
PX
+$6.94M

Top Sells

1
+$15.8M
2
+$12.5M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$6.69M
5
HXL icon
Hexcel
HXL
+$5.13M

Sector Composition

1 Healthcare 16.3%
2 Technology 15.5%
3 Financials 15.25%
4 Consumer Discretionary 9.83%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.16M 0.75%
141,098
-4,973
52
$9.1M 0.75%
+396,316
53
$8.24M 0.68%
74,228
+3,303
54
$8.04M 0.66%
+45,785
55
$7.55M 0.62%
65,415
-667
56
$7.33M 0.6%
71,486
+5,708
57
$7.1M 0.58%
162,432
-117,322
58
$6.75M 0.55%
112,388
-27,999
59
$6.68M 0.55%
225,821
+112,211
60
$6.51M 0.53%
220,000
-87,920
61
$6.49M 0.53%
51,647
+8,853
62
$6.3M 0.52%
50,003
+1,632
63
$6.3M 0.52%
150,112
+204
64
$6.15M 0.51%
60,296
-674
65
$5.8M 0.48%
119,998
66
$5.59M 0.46%
91,696
-28,318
67
$5.11M 0.42%
110,053
+5,855
68
$4.75M 0.39%
83,172
+11,635
69
$4.53M 0.37%
77,567
+3,965
70
$4.41M 0.36%
21,442
+405
71
$4.39M 0.36%
135,618
+8,200
72
$4.28M 0.35%
127,686
+55,124
73
$4.23M 0.35%
148,545
+114,220
74
$3.58M 0.29%
13,621
-770
75
$3.34M 0.27%
23,095
-1,296
1 2
3
4 5