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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
$2.24B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$8.37M
3
+$7.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.27M
5
RF icon
Regions Financial
RF
+$5.31M

Top Sells

1
+$16.9M
2
+$14.2M
3
+$10.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.49M
5
VZ icon
Verizon
VZ
+$7.87M

Sector Composition

1 Financials 16.13%
2 Technology 15.48%
3 Healthcare 14.71%
4 Industrials 9.62%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
17
-116
777
$1K ﹤0.01%
14
-16
778
$1K ﹤0.01%
320
779
$1K ﹤0.01%
54
780
$1K ﹤0.01%
101
781
$1K ﹤0.01%
27
782
$1K ﹤0.01%
150
783
$1K ﹤0.01%
23
784
$1K ﹤0.01%
184
+4
785
$1K ﹤0.01%
20
786
$1K ﹤0.01%
32
787
$1K ﹤0.01%
25
-100
788
$1K ﹤0.01%
10
789
$1K ﹤0.01%
59
790
$1K ﹤0.01%
50
-44
791
$1K ﹤0.01%
+7
792
$1K ﹤0.01%
50
793
$1K ﹤0.01%
25
794
$0 ﹤0.01%
8
795
– –
-290
796
– –
-58
797
– –
-19
798
$0 ﹤0.01%
9
799
– –
-10
800
– –
-1,000
30 31
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