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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$563K 0.03%
2,927
+727
152
$557K 0.03%
13,489
-4,737
153
$554K 0.03%
6,769
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154
$536K 0.03%
14,464
-5,495
155
$519K 0.03%
8,388
-1,994
156
$505K 0.03%
32,200
157
$483K 0.03%
9,073
-5,444
158
$471K 0.02%
+4,755
159
$470K 0.02%
+26,448
160
$456K 0.02%
3,467
-44
161
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8,044
-1,576
162
$445K 0.02%
+4,106
163
$442K 0.02%
5,763
-29
164
$441K 0.02%
4,655
+41
165
$426K 0.02%
9,869
-1,064
166
$426K 0.02%
17,565
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167
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168
$408K 0.02%
4,426
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169
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170
$404K 0.02%
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171
$403K 0.02%
6,200
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172
$386K 0.02%
5,352
-1,925
173
$385K 0.02%
5,104
-908
174
$385K 0.02%
7,912
175
$384K 0.02%
7,063
-31
5 6
7
8 9