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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.28M 0.27%
72,879
-1,227
77
$3.15M 0.26%
47,381
-3,045
78
$3.15M 0.26%
69,424
-1,447
79
$3M 0.25%
111,951
+3,127
80
$2.94M 0.24%
27,463
81
$2.93M 0.24%
88,574
+72,682
82
$2.82M 0.23%
34,505
-4
83
$2.79M 0.23%
13,528
-3,903
84
$2.77M 0.23%
40,858
+979
85
$2.72M 0.23%
103,105
-31,725
86
$2.41M 0.2%
10,724
+13
87
$2.08M 0.17%
33,830
-3,583
88
$2.02M 0.17%
34,340
-1,710
89
$1.89M 0.16%
33,979
-78
90
$1.89M 0.16%
24,268
-421
91
$1.88M 0.16%
30,954
-1,703
92
$1.77M 0.15%
18,176
-1,271
93
$1.7M 0.14%
18,504
+185
94
$1.69M 0.14%
25,141
-755
95
$1.65M 0.14%
32,081
+10,958
96
$1.53M 0.13%
15,805
-1,698
97
$1.47M 0.12%
7,106
-75
98
$1.47M 0.12%
23,117
+4,744
99
$1.45M 0.12%
20,784
-680
100
$1.44M 0.12%
10,563
-821
2 3
4
5 6