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
851
$3K ﹤0.01%
8
-79
852
$3K ﹤0.01%
19
853
$3K ﹤0.01%
156
854
$3K ﹤0.01%
44
855
$3K ﹤0.01%
19
856
$3K ﹤0.01%
31
-290
857
$3K ﹤0.01%
8
-43
858
$3K ﹤0.01%
24
-3
859
$3K ﹤0.01%
201
+1
860
$3K ﹤0.01%
18
861
$3K ﹤0.01%
59
862
$3K ﹤0.01%
68
863
$3K ﹤0.01%
14
-32
864
$3K ﹤0.01%
100
865
$3K ﹤0.01%
100
866
$2K ﹤0.01%
23
-340
867
$2K ﹤0.01%
41
868
$2K ﹤0.01%
30
869
$2K ﹤0.01%
18
-255
870
$2K ﹤0.01%
28
871
$2K ﹤0.01%
102
872
$2K ﹤0.01%
28
873
$2K ﹤0.01%
45
874
$2K ﹤0.01%
66
875
$2K ﹤0.01%
160
33 34
35
36 37