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
$1.73B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.4M
3
+$3.79M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.68M
5
VZ icon
Verizon
VZ
+$1.09M

Top Sells

1
+$8.15M
2
+$6.12M
3
+$5.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.25M
5
EL icon
Estee Lauder
EL
+$1.63M

Sector Composition

1 Technology 18.1%
2 Financials 16.94%
3 Healthcare 13.4%
4 Industrials 9.91%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.11%
20,998
+790
102
$1.81M 0.1%
25,697
+1,706
103
$1.68M 0.1%
13,638
+497
104
$1.68M 0.1%
15,107
-327
105
$1.62M 0.09%
18,830
+950
106
$1.53M 0.09%
29,155
+926
107
$1.5M 0.09%
47,934
+1,290
108
$1.48M 0.09%
8,847
-124
109
$1.47M 0.08%
28,361
-81,976
110
$1.45M 0.08%
26,553
+183
111
$1.42M 0.08%
17,240
112
$1.41M 0.08%
9,362
+433
113
$1.38M 0.08%
15,227
+1,357
114
$1.37M 0.08%
15,526
+283
115
$1.36M 0.08%
12,642
+740
116
$1.35M 0.08%
6,539
+10
117
$1.34M 0.08%
12,306
118
$1.34M 0.08%
4,572
+523
119
$1.34M 0.08%
20,283
-534
120
$1.32M 0.08%
8,190
121
$1.26M 0.07%
7,557
-105
122
$1.24M 0.07%
10,227
-304
123
$1.23M 0.07%
10,843
-452
124
$1.23M 0.07%
22,352
+1,200
125
$1.19M 0.07%
17,459
-464
3 4
5
6 7