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
$2.86B
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$16M
3 +$13.5M
4
KO icon
Coca-Cola
KO
+$8M
5
CMCSA icon
Comcast
CMCSA
+$7.98M

Top Sells

1 +$22.3M
2 +$18.5M
3 +$12.2M
4
PLD icon
Prologis
PLD
+$11.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M

Sector Composition

1 Technology 19.72%
2 Financials 16.15%
3 Healthcare 11.95%
4 Consumer Discretionary 9.85%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-1,120
1227
-2
1228
-1
1229
-18
1230
$0 ﹤0.01%
4
1231
-614
1232
-440
1233
-16
1234
-30
1235
-13
1236
-2,150
1237
-9
1238
-20
1239
-5
1240
-189