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
$1.67B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.34M
3
+$8.11M
4
BAC icon
Bank of America
BAC
+$5.57M
5
MCD icon
McDonald's
MCD
+$5.09M

Top Sells

1
+$8.37M
2
+$6.46M
3
+$5.01M
4
CRM icon
Salesforce
CRM
+$4.23M
5
NGG icon
National Grid
NGG
+$2.94M

Sector Composition

1 Technology 17.48%
2 Financials 15.07%
3 Healthcare 13.79%
4 Consumer Discretionary 11.2%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.29M 0.26%
106,459
-7,707
77
$4.17M 0.25%
38,777
-33
78
$4.13M 0.25%
90,803
+21,535
79
$3.79M 0.23%
10,976
-1,042
80
$3.67M 0.22%
+65,349
81
$3.65M 0.22%
33,428
+3,379
82
$3.61M 0.22%
140,412
-54,771
83
$3.45M 0.21%
31,036
-2,141
84
$3.33M 0.2%
62,094
-6,116
85
$3.16M 0.19%
39,175
-1,081
86
$3.04M 0.18%
21,041
-250
87
$2.9M 0.17%
68,705
+8,952
88
$2.9M 0.17%
27,866
+3,168
89
$2.87M 0.17%
14,298
-1,162
90
$2.81M 0.17%
59,861
-5,240
91
$2.73M 0.16%
37,651
-89,141
92
$2.66M 0.16%
33,146
+4,003
93
$2.51M 0.15%
45,148
-36,059
94
$2.26M 0.14%
16,780
-477
95
$2.12M 0.13%
14,755
-1,227
96
$2.12M 0.13%
+82,870
97
$2.08M 0.12%
5,439
-99
98
$2.05M 0.12%
12,395
-1,199
99
$2.03M 0.12%
18,125
-693
100
$2.03M 0.12%
18,124
2 3
4
5 6