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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.21M
3
+$1.13M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$23.8M
2
+$12.7M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$2.49M
5
CSCO icon
Cisco
CSCO
+$1.53M

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$786K 0.04%
15,000
127
$783K 0.04%
3,255
-88
128
$777K 0.04%
8,992
+6,070
129
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8,432
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130
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7,139
-2,470
131
$755K 0.04%
4,286
+72
132
$750K 0.04%
+20,711
133
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3,405
-289
134
$730K 0.04%
4,638
135
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9,950
-11
136
$687K 0.04%
4,800
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137
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14,439
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138
$659K 0.03%
1,948
-92
139
– –
0
140
$644K 0.03%
8,158
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141
$637K 0.03%
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-130
142
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7,718
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143
$614K 0.03%
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144
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10,000
145
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25,077
-5,446
146
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2,358
-336
147
$571K 0.03%
6,825
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148
$566K 0.03%
4,881
-5,205
149
$564K 0.03%
2,635
-292
150
$560K 0.03%
32,200
4 5
6
7 8