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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.07%
5,098
+71
102
$1.41M 0.07%
23,741
-3,477
103
$1.4M 0.07%
14,578
+1,688
104
$1.34M 0.07%
3,234
-375
105
$1.33M 0.07%
14,639
-1,445
106
$1.31M 0.07%
8,473
-442
107
$1.25M 0.07%
20,166
-1,946
108
$1.22M 0.06%
29,560
-1,356
109
$1.22M 0.06%
+100,220
110
$1.22M 0.06%
21,193
+9,989
111
$1.19M 0.06%
11,453
-1,987
112
$1.18M 0.06%
10,086
+1,857
113
$1.15M 0.06%
31,740
-19,069
114
$1.11M 0.06%
11,370
-1,035
115
$1.1M 0.06%
7,037
-137
116
$1.07M 0.06%
3,222
-75
117
$1.06M 0.06%
5,634
-282
118
$1.03M 0.05%
9,609
-482
119
$1.03M 0.05%
18,314
+864
120
$1M 0.05%
26,495
-10,870
121
$997K 0.05%
8,789
-3,127
122
$988K 0.05%
17,191
-17,736
123
$968K 0.05%
7,026
-1,942
124
$966K 0.05%
25,508
-140,758
125
$953K 0.05%
15,000
3 4
5
6 7