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
801
$6K ﹤0.01%
38
802
$6K ﹤0.01%
+173
803
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29
804
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805
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30
-8
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807
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10
-35
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31
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99
810
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811
$5K ﹤0.01%
4
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108
813
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814
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46
815
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33
816
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280
817
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+17
818
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819
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185
-121
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20
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821
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822
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32
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823
$4K ﹤0.01%
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824
$4K ﹤0.01%
15
-243
825
$4K ﹤0.01%
30
-3
31 32
33
34 35