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
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.5M
3
+$9.92M
4
BABA icon
Alibaba
BABA
+$9.65M
5
MDLZ icon
Mondelez International
MDLZ
+$9.09M

Top Sells

1
+$11.7M
2
+$8.63M
3
+$7.83M
4
PXD
Pioneer Natural Resource Co.
PXD
+$7.61M
5
LIN icon
Linde
LIN
+$5.43M

Sector Composition

1 Technology 16.87%
2 Financials 16.36%
3 Healthcare 12.91%
4 Consumer Discretionary 11.92%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$710K 0.04%
4,778
-65
152
$684K 0.04%
4,283
153
$662K 0.04%
7,744
+1,085
154
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155
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11,287
-1,244
156
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7,392
-346
157
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10,191
-4,909
158
$601K 0.03%
3,970
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159
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160
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161
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6,414
162
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163
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10,582
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164
$545K 0.03%
4,775
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165
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166
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167
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168
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169
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170
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8,213
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171
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35,800
172
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9,882
-1,040
173
$501K 0.03%
28,504
174
$494K 0.03%
1,819
+406
175
$489K 0.03%
17,458
-1,752
5 6
7
8 9