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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$668K 0.06%
5,243
+124
127
$657K 0.05%
24,885
-2,632
128
$648K 0.05%
6,766
129
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4,016
-55
130
$612K 0.05%
5,926
+12
131
$572K 0.05%
4,585
-200
132
$566K 0.05%
12,409
-224,900
133
$565K 0.05%
9,817
+149
134
$543K 0.05%
5,591
+2,200
135
$526K 0.04%
8,925
-6,198
136
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-170
137
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14,138
-2,925
138
$492K 0.04%
4,292
139
$488K 0.04%
9,038
+170
140
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15,966
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141
$474K 0.04%
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142
$472K 0.04%
20,580
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143
$467K 0.04%
11,340
144
$456K 0.04%
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145
– –
0
146
$447K 0.04%
5,301
+235
147
$438K 0.04%
5,460
-175
148
$436K 0.04%
4,891
+166
149
$421K 0.03%
7,260
+256
150
$419K 0.03%
15,799
-18,541
4 5
6
7 8