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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$9.31M
3
+$3.49M
4
FMC icon
FMC
FMC
+$2.38M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1
+$8.5M
2
+$6.63M
3
+$6.19M
4
CPA icon
Copa Holdings
CPA
+$5.2M
5
ADBE icon
Adobe
ADBE
+$3.53M

Sector Composition

1 Financials 15.99%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.05%
22,753
-375
127
$499K 0.04%
4,295
+2,365
128
$493K 0.04%
4,505
-342
129
$493K 0.04%
6,583
+1,025
130
$493K 0.04%
6,472
-520
131
$492K 0.04%
3,501
+220
132
$471K 0.04%
3,865
+275
133
$468K 0.04%
9,187
+930
134
$466K 0.04%
11,176
+307
135
$456K 0.04%
14,676
136
$450K 0.04%
5,344
137
$448K 0.04%
15,166
+3,428
138
$447K 0.04%
5,363
-277
139
$438K 0.04%
4,700
-550
140
$437K 0.04%
3,586
141
$435K 0.04%
3,124
-80
142
$428K 0.04%
8,685
+3,161
143
$422K 0.04%
4,292
-58
144
$417K 0.04%
4,769
-10
145
$417K 0.04%
7,816
+1,436
146
$390K 0.03%
7,086
147
$383K 0.03%
4,185
+916
148
$380K 0.03%
5,859
149
$378K 0.03%
13,988
+1,202
150
$369K 0.03%
3,682
+50
4 5
6
7 8