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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.21M
3
+$1.13M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$23.8M
2
+$12.7M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$2.49M
5
CSCO icon
Cisco
CSCO
+$1.53M

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$548K 0.03%
9,872
+799
152
$532K 0.03%
9,208
+1,164
153
$531K 0.03%
3,559
+92
154
$522K 0.03%
4,072
-312
155
$517K 0.03%
6,384
-385
156
$491K 0.03%
3,888
-506
157
$474K 0.02%
8,117
-6,618
158
$470K 0.02%
4,106
159
$467K 0.02%
19,865
+2,300
160
$464K 0.02%
8,945
+557
161
$460K 0.02%
4,505
-150
162
$424K 0.02%
31,600
+100
163
$422K 0.02%
3,281
-66
164
$418K 0.02%
26,448
165
$414K 0.02%
8,955
-914
166
$397K 0.02%
3,298
167
$395K 0.02%
1,784
168
$391K 0.02%
4,704
-400
169
$389K 0.02%
1,190
170
$385K 0.02%
2,626
-2,372
171
$385K 0.02%
1,385
172
$384K 0.02%
7,912
173
$383K 0.02%
7,063
174
$374K 0.02%
4,102
+1,150
175
$371K 0.02%
4,822
-530
5 6
7
8 9