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
$1.22B
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$9.1M
3 +$8.04M
4
XOM icon
Exxon Mobil
XOM
+$7.48M
5
PX
Praxair Inc
PX
+$6.94M

Top Sells

1 +$15.8M
2 +$12.5M
3 +$11.5M
4
DIS icon
Walt Disney
DIS
+$6.69M
5
HXL icon
Hexcel
HXL
+$5.13M

Sector Composition

1 Healthcare 16.3%
2 Technology 15.5%
3 Financials 15.25%
4 Consumer Discretionary 9.83%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$741K 0.06%
18,124
127
$740K 0.06%
+9,498
128
$729K 0.06%
4,861
-130
129
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130
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9,944
131
$678K 0.06%
17,293
-4,465
132
$677K 0.06%
+8,000
133
$647K 0.05%
28,504
134
$638K 0.05%
6,459
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135
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6,245
-15
136
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5,942
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137
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138
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22,438
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139
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140
$572K 0.05%
8,253
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141
$558K 0.05%
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142
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18,204
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143
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144
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15,610
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52,192
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146
$493K 0.04%
23,979
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147
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148
$483K 0.04%
1,659
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149
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4,292
150
$476K 0.04%
14,724
+705