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
$1.09B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.1M
3
+$8.47M
4
AMZN icon
Amazon
AMZN
+$7.19M
5
BAC icon
Bank of America
BAC
+$6.94M

Top Sells

1
+$17.1M
2
+$14M
3
+$9.07M
4
TRV icon
Travelers Companies
TRV
+$7.71M
5
CHKP icon
Check Point Software Technologies
CHKP
+$6.3M

Sector Composition

1 Financials 15.64%
2 Technology 14.6%
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
$320K 0.03%
3,574
152
$315K 0.03%
+8,692
153
$314K 0.03%
5,082
-1,400
154
$311K 0.03%
11,708
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155
$306K 0.03%
8,460
-1,805
156
$301K 0.03%
8,138
+200
157
$297K 0.03%
7,542
158
$292K 0.03%
1,458
-244
159
$286K 0.03%
12,000
-900
160
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7,110
-1,990
161
$283K 0.03%
3,119
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162
$283K 0.03%
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163
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6,560
-400
164
$280K 0.03%
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-50
165
$273K 0.03%
1,081
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166
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5,374
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167
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168
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169
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170
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2,529
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171
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172
$262K 0.02%
2,936
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173
$261K 0.02%
2,671
-44
174
$254K 0.02%
2,264
-250
175
$245K 0.02%
5,002
-215
4 5 6
7
8