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
$706K 0.06%
+55,640
130
$684K 0.06%
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
+3,890
135
$613K 0.05%
6,245
-15
136
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5,942
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137
$605K 0.05%
8,414
138
$598K 0.05%
22,438
-3,549
139
$587K 0.05%
12,117
-265
140
$572K 0.05%
8,253
+306
141
$558K 0.05%
6,622
142
$556K 0.05%
18,204
-1,034
143
$551K 0.05%
4,817
-36,028
144
$526K 0.04%
15,610
+3,326
145
$498K 0.04%
52,192
-1,656,055
146
$493K 0.04%
23,979
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147
$489K 0.04%
7,810
-925
148
$483K 0.04%
1,659
-71
149
$479K 0.04%
4,292
150
$476K 0.04%
14,724
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4 5
6
7 8