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
$1.58B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$8.72M
3
+$6.84M
4
JPM icon
JPMorgan Chase
JPM
+$5.91M
5
VZ icon
Verizon
VZ
+$5.51M

Top Sells

1
+$15.7M
2
+$9.1M
3
+$6.17M
4
PXD
Pioneer Natural Resource Co.
PXD
+$5.72M
5
ADBE icon
Adobe
ADBE
+$5.2M

Sector Composition

1 Financials 18.06%
2 Technology 15.38%
3 Healthcare 13.21%
4 Industrials 9.96%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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