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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37M 0.23%
30,623
+3,700
77
$4.11M 0.22%
37,799
+4,620
78
$3.97M 0.21%
105,663
79
$3.67M 0.19%
18,328
+4,214
80
$3.65M 0.19%
38,766
-707
81
$3.45M 0.18%
79,401
-7,112
82
$3.35M 0.18%
34,331
+3,124
83
$3.33M 0.17%
91,374
-7,854
84
$3.31M 0.17%
67,483
-1,586
85
$3.28M 0.17%
19,584
-39
86
$2.87M 0.15%
53,521
+3,264
87
$2.81M 0.15%
43,226
+3,189
88
$2.78M 0.15%
18,124
89
$2.68M 0.14%
21,187
-6,709
90
$2.56M 0.13%
7,416
-1,432
91
$2.48M 0.13%
53,227
-5,386
92
$2.31M 0.12%
33,500
93
$2.09M 0.11%
7,078
-240
94
$1.93M 0.1%
5,931
-686
95
$1.9M 0.1%
10,259
-979
96
$1.83M 0.1%
15,181
-1,019
97
$1.79M 0.09%
8,496
-575
98
$1.68M 0.09%
25,479
-2,830
99
$1.59M 0.08%
7,973
-656
100
$1.48M 0.08%
6,185
-54
2 3
4
5 6