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
101
$1.3M 0.11%
10,222
+2,497
102
$1.3M 0.11%
+30,158
103
$1.27M 0.1%
18,456
-4,490
104
$1.25M 0.1%
16,671
-735
105
$1.25M 0.1%
27,165
106
$1.21M 0.1%
13,953
-1,762
107
$1.2M 0.1%
18,176
108
$1.18M 0.1%
8,316
+4,185
109
$1.18M 0.1%
14,378
-1,300
110
$1.15M 0.09%
28,160
-968
111
$1.13M 0.09%
39,025
-9,705
112
$1.11M 0.09%
8,337
113
$1M 0.08%
18,391
+3,360
114
$992K 0.08%
15,750
-652
115
$932K 0.08%
15,180
-682
116
$926K 0.08%
31,948
+17,880
117
$867K 0.07%
+30,927
118
$858K 0.07%
63,485
-924,699
119
$852K 0.07%
21,150
-3,191
120
$843K 0.07%
36,921
-99
121
$785K 0.06%
7,866
+4,596
122
$784K 0.06%
13,319
-421
123
$781K 0.06%
12,699
+381
124
$774K 0.06%
18,924
-478
125
$752K 0.06%
21,945
-2,209
3 4
5
6 7