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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$9.31M
3
+$3.49M
4
FMC icon
FMC
FMC
+$2.38M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1
+$8.5M
2
+$6.63M
3
+$6.19M
4
CPA icon
Copa Holdings
CPA
+$5.2M
5
ADBE icon
Adobe
ADBE
+$3.53M

Sector Composition

1 Financials 15.99%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.23%
49,593
-3,273
77
$2.47M 0.22%
92,634
-295
78
$2.4M 0.21%
25,084
+1,327
79
$2.25M 0.2%
24,007
-1,419
80
$2M 0.18%
10,280
+36
81
$1.95M 0.17%
28,550
+147
82
$1.87M 0.17%
28,135
-2,750
83
$1.86M 0.17%
20,331
84
$1.8M 0.16%
35,734
-1,164
85
$1.8M 0.16%
34,442
+2,462
86
$1.68M 0.15%
19,975
-115
87
$1.62M 0.14%
19,885
-5,216
88
$1.58M 0.14%
22,878
89
$1.57M 0.14%
18,549
-295
90
$1.46M 0.13%
10,532
-250
91
$1.44M 0.13%
21,609
+1,319
92
$1.38M 0.12%
29,976
-406
93
$1.38M 0.12%
21,520
+4,482
94
$1.36M 0.12%
51,030
+10,975
95
$1.31M 0.12%
48,930
+13,425
96
$1.29M 0.11%
87,220
-4,195
97
$1.26M 0.11%
18,191
-15
98
$1.21M 0.11%
16,400
-1,125
99
$1.21M 0.11%
36,900
-260,202
100
$1.19M 0.11%
11,553
-595
2 3
4
5 6