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
101
$1.3M 0.11%
16,143
-277
102
$1.23M 0.1%
16,300
+135
103
$1.22M 0.1%
26,000
104
$1.22M 0.1%
28,600
+108
105
$1.21M 0.1%
13,737
-5,508
106
$1.19M 0.1%
17,779
-218
107
$1.17M 0.1%
26,852
-775
108
$1.1M 0.09%
11,532
+78
109
$1.05M 0.09%
8,313
+2,707
110
$1.04M 0.09%
44,121
-2,277
111
$1.04M 0.09%
69,189
-1,715
112
$1M 0.08%
15,464
+139
113
$999K 0.08%
7,204
-431
114
$981K 0.08%
32,695
-1,875
115
$977K 0.08%
12,568
+485
116
$925K 0.08%
33,194
-5,276
117
$902K 0.07%
32,845
+2,298
118
$899K 0.07%
28,504
119
$854K 0.07%
18,124
120
$848K 0.07%
21,050
+469
121
$736K 0.06%
12,900
+1,933
122
$730K 0.06%
9,944
-51
123
$691K 0.06%
12,470
-350
124
$675K 0.06%
1,640
+76
125
$672K 0.06%
16,025
-991
3 4
5
6 7