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
$1.09B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.1M
3
+$8.47M
4
AMZN icon
Amazon
AMZN
+$7.19M
5
BAC icon
Bank of America
BAC
+$6.94M

Top Sells

1
+$17.1M
2
+$14M
3
+$9.07M
4
TRV icon
Travelers Companies
TRV
+$7.71M
5
CHKP icon
Check Point Software Technologies
CHKP
+$6.3M

Sector Composition

1 Financials 15.64%
2 Technology 14.6%
3 Healthcare 12.09%
4 Energy 10.92%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.25%
44,778
-1,449
77
$2.71M 0.25%
31,884
-90,575
78
$2.62M 0.24%
50,430
-523
79
$2.58M 0.24%
97,552
-8,009
80
$2.4M 0.22%
34,191
-640
81
$2.23M 0.21%
20,695
+969
82
$2.09M 0.19%
11,823
-79,322
83
$2.06M 0.19%
32,621
-4,245
84
$2.02M 0.19%
36,630
-2,160
85
$2M 0.18%
22,629
-14
86
$1.94M 0.18%
37,343
+323
87
$1.92M 0.18%
30,059
+210
88
$1.65M 0.15%
34,327
-4,315
89
$1.64M 0.15%
20,661
-165
90
$1.57M 0.14%
20,559
-249
91
$1.57M 0.14%
19,254
-320
92
$1.5M 0.14%
20,338
+949
93
$1.37M 0.13%
10,962
-20
94
$1.34M 0.12%
27,223
-11,990
95
$1.29M 0.12%
82,913
-1,094,325
96
$1.29M 0.12%
17,605
-2,560
97
$1.22M 0.11%
11,538
+1,925
98
$1.19M 0.11%
16,756
+1,400
99
$1.16M 0.11%
29,892
-200
100
$1.11M 0.1%
16,543
+2,648
2 3
4
5 6