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
$1.72B
AUM Growth
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.5M
3
+$9.92M
4
BABA icon
Alibaba
BABA
+$9.65M
5
MDLZ icon
Mondelez International
MDLZ
+$9.09M

Top Sells

1
+$11.7M
2
+$8.63M
3
+$7.83M
4
PXD
Pioneer Natural Resource Co.
PXD
+$7.61M
5
LIN icon
Linde
LIN
+$5.43M

Sector Composition

1 Technology 16.87%
2 Financials 16.36%
3 Healthcare 12.91%
4 Consumer Discretionary 11.92%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.07%
19,113
+33
127
$1.14M 0.07%
15,240
128
$1.1M 0.06%
20,077
-1,508
129
$1.09M 0.06%
14,528
+988
130
$1.08M 0.06%
9,665
-145
131
$1.07M 0.06%
8,257
-1,060
132
$1.02M 0.06%
8,157
+271
133
$1.02M 0.06%
8,435
-637
134
$1M 0.06%
6,780
135
$990K 0.06%
11,290
+128
136
$969K 0.06%
3,362
+263
137
$958K 0.06%
10,456
-430
138
$956K 0.06%
20,070
-687
139
$938K 0.05%
10,915
+41
140
$918K 0.05%
9,774
+410
141
$911K 0.05%
11,238
+596
142
$871K 0.05%
8,504
+50
143
$813K 0.05%
7,129
144
$812K 0.05%
10,089
-93
145
$786K 0.05%
13,356
+5
146
$780K 0.05%
9,572
+121
147
$771K 0.04%
10,799
-478
148
$757K 0.04%
6,913
-5,115
149
$742K 0.04%
7,694
-4,055
150
$739K 0.04%
6,485
+99
4 5
6
7 8