CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.94M
3
+$7.75M
4
BAC icon
Bank of America
BAC
+$6.79M
5
APC
Anadarko Petroleum
APC
+$3.83M

Top Sells

1
+$16.9M
2
+$13.9M
3
+$8.95M
4
TRV icon
Travelers Companies
TRV
+$7.61M
5
CHKP icon
Check Point Software Technologies
CHKP
+$6.16M

Sector Composition

1 Technology 14.6%
2 Financials 14.12%
3 Healthcare 12.09%
4 Energy 10.92%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$520K 0.05%
6,925
-3
127
$489K 0.05%
3,941
-340
128
$484K 0.04%
6,141
+195
129
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6,527
-1,025
130
$473K 0.04%
17,270
-1,125
131
$465K 0.04%
4,739
+60
132
$458K 0.04%
9,076
+386
133
$458K 0.04%
5,600
-735
134
$454K 0.04%
5,044
-215
135
$449K 0.04%
8,851
-640
136
$429K 0.04%
3,481
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137
$421K 0.04%
4,350
-1,204
138
$387K 0.04%
5,859
-1,351
139
$379K 0.03%
2,024
-100
140
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141
$376K 0.03%
9,268
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142
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5,344
143
$360K 0.03%
21,975
144
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5,198
-132,130
145
$348K 0.03%
7,086
146
$347K 0.03%
11,438
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147
$346K 0.03%
21,300
148
$338K 0.03%
5,116
149
$338K 0.03%
4,500
150
$320K 0.03%
3,574
4 5
6
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