CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.94M
3
+$7.75M
4
BAC icon
Bank of America
BAC
+$6.79M
5
APC
Anadarko Petroleum
APC
+$3.83M

Top Sells

1
+$16.9M
2
+$13.9M
3
+$8.95M
4
TRV icon
Travelers Companies
TRV
+$7.61M
5
CHKP icon
Check Point Software Technologies
CHKP
+$6.16M

Sector Composition

1 Technology 14.6%
2 Financials 14.12%
3 Healthcare 12.09%
4 Energy 10.92%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.03%
+8,692
152
$314K 0.03%
5,082
-1,400
153
$311K 0.03%
11,708
-1,047
154
$306K 0.03%
8,460
-1,805
155
$301K 0.03%
8,138
+200
156
$297K 0.03%
7,542
157
$292K 0.03%
1,458
-244
158
$286K 0.03%
12,000
-900
159
$284K 0.03%
7,110
-1,990
160
$283K 0.03%
3,119
+318
161
$283K 0.03%
2,485
-100
162
$281K 0.03%
6,560
-400
163
$280K 0.03%
2,880
-50
164
$273K 0.03%
1,081
-90
165
$270K 0.02%
5,374
-2,810
166
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167
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168
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169
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170
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171
$262K 0.02%
2,936
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172
$261K 0.02%
2,671
-44
173
$254K 0.02%
2,264
-250
174
$245K 0.02%
5,002
-215
175
$243K 0.02%
23,256
-1,224
4 5 6
7
8