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
901
$1K ﹤0.01%
101
902
$1K ﹤0.01%
25
903
$1K ﹤0.01%
30
904
$1K ﹤0.01%
240
905
$1K ﹤0.01%
26
906
$1K ﹤0.01%
+75
907
$1K ﹤0.01%
+5
908
$1K ﹤0.01%
42
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909
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910
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-16
911
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912
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913
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914
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915
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916
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920
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921
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925
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35 36
37
38 39