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
$1.22B
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$9.1M
3 +$8.04M
4
XOM icon
Exxon Mobil
XOM
+$7.48M
5
PX
Praxair Inc
PX
+$6.94M

Top Sells

1 +$15.8M
2 +$12.5M
3 +$11.5M
4
DIS icon
Walt Disney
DIS
+$6.69M
5
HXL icon
Hexcel
HXL
+$5.13M

Sector Composition

1 Healthcare 16.3%
2 Technology 15.5%
3 Financials 15.25%
4 Consumer Discretionary 9.83%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.23M 0.27%
21,316
-8,450
77
$3.06M 0.25%
+96,317
78
$3.06M 0.25%
62,145
+6,712
79
$2.99M 0.25%
50,446
+8,068
80
$2.98M 0.25%
31,287
-1,009
81
$2.96M 0.24%
28,256
-51
82
$2.94M 0.24%
46,112
-427
83
$2.91M 0.24%
71,195
+60,350
84
$2.9M 0.24%
50,592
+7,095
85
$2.85M 0.23%
25,523
-6,245
86
$2.82M 0.23%
+20,921
87
$2.48M 0.2%
17,499
+6,716
88
$2.39M 0.2%
58,718
-13,301
89
$2.32M 0.19%
36,569
+347
90
$1.98M 0.16%
31,214
+2,049
91
$1.88M 0.15%
15,302
+8,636
92
$1.86M 0.15%
18,184
+45
93
$1.79M 0.15%
21,805
-11,335
94
$1.62M 0.13%
10,321
-156
95
$1.57M 0.13%
13,469
-907
96
$1.44M 0.12%
25,558
-6,872
97
$1.42M 0.12%
55,863
-18,425
98
$1.39M 0.11%
6,741
+10
99
$1.38M 0.11%
24,158
-1,935
100
$1.32M 0.11%
21,279
-21,006