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
$1.73B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.4M
3
+$3.79M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.68M
5
VZ icon
Verizon
VZ
+$1.09M

Top Sells

1
+$8.15M
2
+$6.12M
3
+$5.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.25M
5
EL icon
Estee Lauder
EL
+$1.63M

Sector Composition

1 Technology 18.1%
2 Financials 16.94%
3 Healthcare 13.4%
4 Industrials 9.91%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$733K 0.04%
7,880
-282
152
$730K 0.04%
614
+18
153
$729K 0.04%
3,514
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154
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10,438
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155
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8,570
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156
$642K 0.04%
28,504
157
$628K 0.04%
13,727
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158
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159
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160
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5,729
161
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162
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3,986
163
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164
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10,200
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165
$520K 0.03%
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166
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168
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169
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170
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171
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172
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5,055
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173
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2,582
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174
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7,127
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175
$454K 0.03%
9,512
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