CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.2M
3
+$10M
4
AXP icon
American Express
AXP
+$9.62M
5
DLR icon
Digital Realty Trust
DLR
+$4.71M

Top Sells

1
+$14.3M
2
+$10.9M
3
+$10.7M
4
PYPL icon
PayPal
PYPL
+$8.22M
5
TEAM icon
Atlassian
TEAM
+$4.1M

Sector Composition

1 Technology 22.37%
2 Financials 17.15%
3 Healthcare 12.84%
4 Consumer Discretionary 11.97%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.71%
497,640
-8,850
52
$14.9M 0.71%
63,844
-19,395
53
$14.6M 0.69%
156,932
+2,340
54
$12M 0.57%
137,060
-6,800
55
$11.7M 0.56%
66,682
-2,071
56
$11.7M 0.56%
79,688
-1,572
57
$11.7M 0.55%
33,502
+823
58
$10.6M 0.5%
74,678
-1,683
59
$10.3M 0.49%
214,410
+2,862
60
$10M 0.47%
105,882
+2,193
61
$9.88M 0.47%
43,614
-1,747
62
$9.43M 0.45%
102,477
-2,691
63
$8.88M 0.42%
118,220
+11,229
64
$7.42M 0.35%
106,331
-3,298
65
$7.38M 0.35%
67,356
-5,244
66
$7.01M 0.33%
18,762
+214
67
$6.66M 0.32%
306,461
-54,937
68
$6.52M 0.31%
50,107
+20,531
69
$6.38M 0.3%
123,451
-14,256
70
$5.88M 0.28%
33,500
71
$5.82M 0.28%
39,216
-2,289
72
$5.66M 0.27%
28,052
+700
73
$5.31M 0.25%
57,853
-5,830
74
$5.3M 0.25%
62,776
-131,896
75
$5.3M 0.25%
44,938
+3,700
1 2
3
4 5