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
$1.72B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$7.88M
3
+$4.4M
4
WSO icon
Watsco Inc
WSO
+$2.94M
5
SBUX icon
Starbucks
SBUX
+$1.37M

Top Sells

1
+$5.39M
2
+$5.25M
3
+$5.19M
4
CRM icon
Salesforce
CRM
+$4.79M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M

Sector Composition

1 Technology 16.84%
2 Financials 15.91%
3 Healthcare 13.37%
4 Consumer Discretionary 11.26%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$689K 0.04%
6,281
+1,500
152
$674K 0.04%
6,386
+2,865
153
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4,283
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154
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12,527
+1,539
155
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28,504
156
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+5,965
157
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158
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159
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11,685
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160
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161
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162
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163
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164
$520K 0.03%
7,354
-165
165
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169
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170
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171
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172
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173
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2,485
+156
174
$454K 0.03%
9,038
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175
$448K 0.03%
5,697
-43
5 6
7
8 9