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
101
$2.01M 0.12%
84,766
-5,822
102
$1.86M 0.11%
11,624
+895
103
$1.79M 0.11%
27,022
-8,343
104
$1.75M 0.1%
36,691
-1,560
105
$1.73M 0.1%
15,672
+726
106
$1.64M 0.1%
12,932
-2,941
107
$1.63M 0.1%
43,090
-1,625
108
$1.6M 0.1%
21,329
-6,208
109
$1.59M 0.1%
29,469
-5,300
110
$1.56M 0.09%
20,167
-937
111
$1.53M 0.09%
11,808
-232
112
$1.52M 0.09%
46,854
-3,132
113
$1.52M 0.09%
18,465
-75
114
$1.5M 0.09%
31,861
-2,102
115
$1.43M 0.09%
7,508
-10
116
$1.36M 0.08%
12,081
117
$1.35M 0.08%
26,146
-250
118
$1.35M 0.08%
10,867
-713
119
$1.29M 0.08%
8,190
120
$1.26M 0.08%
11,891
-9,357
121
$1.24M 0.07%
6,792
+311
122
$1.24M 0.07%
15,240
-2,000
123
$1.23M 0.07%
4,481
-50
124
$1.21M 0.07%
4,254
125
$1.21M 0.07%
7,335
-1,506
3 4
5
6 7