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
826
$4K ﹤0.01%
16
-50
827
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448
828
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87
829
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71
-202
830
$4K ﹤0.01%
700
831
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38
832
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+75
833
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46
-234
834
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170
835
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144
-145
836
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9
837
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457
+287
838
$4K ﹤0.01%
32
839
$4K ﹤0.01%
118
840
$4K ﹤0.01%
66
841
$4K ﹤0.01%
355
842
$4K ﹤0.01%
107
843
$4K ﹤0.01%
115
844
$3K ﹤0.01%
68
845
$3K ﹤0.01%
72
846
$3K ﹤0.01%
20
847
$3K ﹤0.01%
59
-7
848
$3K ﹤0.01%
80
-121
849
$3K ﹤0.01%
51
-132
850
$3K ﹤0.01%
129
-6
32 33
34
35 36