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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.03%
3,974
-7,624
152
$382K 0.03%
28,018
-324
153
$369K 0.03%
3,440
154
$362K 0.03%
10,854
+354
155
$354K 0.03%
2,501
-55
156
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+3,382
157
$340K 0.03%
4,113
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158
$340K 0.03%
21,975
159
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6,071
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160
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5,308
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161
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162
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+21,215
163
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11,002
164
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+3,270
165
$323K 0.03%
6,595
166
$320K 0.03%
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167
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7,484
168
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169
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170
$303K 0.03%
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171
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172
$297K 0.02%
3,782
-450
173
$291K 0.02%
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-320
174
$289K 0.02%
4,288
-358
175
$282K 0.02%
6,976
-3,144
5 6
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