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
$1.72B
AUM Growth
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.5M
3
+$9.92M
4
BABA icon
Alibaba
BABA
+$9.65M
5
MDLZ icon
Mondelez International
MDLZ
+$9.09M

Top Sells

1
+$11.7M
2
+$8.63M
3
+$7.83M
4
PXD
Pioneer Natural Resource Co.
PXD
+$7.61M
5
LIN icon
Linde
LIN
+$5.43M

Sector Composition

1 Technology 16.87%
2 Financials 16.36%
3 Healthcare 12.91%
4 Consumer Discretionary 11.92%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.11%
46,632
-1,875
102
$1.79M 0.1%
11,798
-403
103
$1.74M 0.1%
17,518
104
$1.67M 0.1%
21,400
+1,691
105
$1.66M 0.1%
11,665
+598
106
$1.63M 0.09%
4,279
-170
107
$1.62M 0.09%
29,002
-252
108
$1.53M 0.09%
21,472
+1,147
109
$1.52M 0.09%
7,733
+941
110
$1.5M 0.09%
25,791
-3,241
111
$1.49M 0.09%
7,381
-84
112
$1.45M 0.08%
24,096
-4,865
113
$1.45M 0.08%
11,543
-60,498
114
$1.43M 0.08%
4,772
+885
115
$1.42M 0.08%
25,680
-94
116
$1.4M 0.08%
14,094
-118,023
117
$1.39M 0.08%
17,012
-1,547
118
$1.35M 0.08%
11,421
-580
119
$1.31M 0.08%
5,905
120
$1.23M 0.07%
15,860
-580
121
$1.22M 0.07%
38,657
+20,976
122
$1.16M 0.07%
3,981
-45
123
$1.15M 0.07%
9,791
+129
124
$1.15M 0.07%
22,852
-300
125
$1.15M 0.07%
17,640
+3,688
3 4
5
6 7