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

Top Buys

1
+$32.6M
2
+$16M
3
+$13.5M
4
KO icon
Coca-Cola
KO
+$8M
5
CMCSA icon
Comcast
CMCSA
+$7.98M

Top Sells

1
+$22.3M
2
+$18.5M
3
+$12.2M
4
PLD icon
Prologis
PLD
+$11.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M

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
776
$8K ﹤0.01%
200
-242
777
$8K ﹤0.01%
97
778
$8K ﹤0.01%
356
779
$8K ﹤0.01%
63
780
$8K ﹤0.01%
161
781
$8K ﹤0.01%
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782
$8K ﹤0.01%
+75
783
$7K ﹤0.01%
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784
$7K ﹤0.01%
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785
$7K ﹤0.01%
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786
$7K ﹤0.01%
81
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787
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788
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192
-426
789
$7K ﹤0.01%
752
+630
790
$7K ﹤0.01%
38
791
$7K ﹤0.01%
400
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+193
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$6K ﹤0.01%
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795
$6K ﹤0.01%
316
-956
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$6K ﹤0.01%
96
797
$6K ﹤0.01%
22
+12
798
$6K ﹤0.01%
65
799
$6K ﹤0.01%
211
800
$6K ﹤0.01%
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