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
$2.86B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$14.7M
3
+$13.9M
4
CMCSA icon
Comcast
CMCSA
+$8.21M
5
KO icon
Coca-Cola
KO
+$7.85M

Top Sells

1
+$21.7M
2
+$20.4M
3
+$12.6M
4
PLD icon
Prologis
PLD
+$11.2M
5
UL icon
Unilever
UL
+$11.1M

Sector Composition

1 Technology 19.72%
2 Financials 16.15%
3 Healthcare 11.95%
4 Consumer Discretionary 9.85%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$10K ﹤0.01%
+93
752
$10K ﹤0.01%
80
-15
753
$10K ﹤0.01%
49
754
$9K ﹤0.01%
177
755
$9K ﹤0.01%
+274
756
$9K ﹤0.01%
250
757
$9K ﹤0.01%
63
-123
758
$9K ﹤0.01%
600
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759
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6
760
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237
-126
761
$9K ﹤0.01%
272
-230
762
$9K ﹤0.01%
125
-275
763
$9K ﹤0.01%
101
-85
764
$9K ﹤0.01%
176
765
$9K ﹤0.01%
28
766
$9K ﹤0.01%
34
767
$9K ﹤0.01%
238
768
$9K ﹤0.01%
98
769
$9K ﹤0.01%
331
770
$9K ﹤0.01%
206
771
$8K ﹤0.01%
400
772
$8K ﹤0.01%
356
773
$8K ﹤0.01%
+450
774
$8K ﹤0.01%
173
-214
775
$8K ﹤0.01%
150
29 30
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