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
$2.11B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$14.1M
3
+$10.8M
4
AXP icon
American Express
AXP
+$10.5M
5
DLR icon
Digital Realty Trust
DLR
+$4.59M

Top Sells

1
+$22.6M
2
+$14.3M
3
+$11.3M
4
CVX icon
Chevron
CVX
+$11.1M
5
PYPL icon
PayPal
PYPL
+$9.29M

Sector Composition

1 Technology 22.37%
2 Financials 17.15%
3 Healthcare 12.84%
4 Consumer Discretionary 11.97%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$533K 0.03%
3,519
-2,566
152
$514K 0.02%
2,238
-120
153
$509K 0.02%
1,999
154
$493K 0.02%
1,832
+48
155
$477K 0.02%
3,976
-529
156
$461K 0.02%
6,599
-2,346
157
$453K 0.02%
2,310
-35
158
$444K 0.02%
3,487
-4,945
159
$441K 0.02%
2,915
-1,157
160
$435K 0.02%
1,385
161
$434K 0.02%
2,941
-114
162
$430K 0.02%
1,181
-9
163
$430K 0.02%
8,193
-762
164
$429K 0.02%
6,987
-76
165
$425K 0.02%
7,912
166
$403K 0.02%
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167
$400K 0.02%
2,968
-4,529
168
$393K 0.02%
4,601
-100
169
$388K 0.02%
4,241
+222
170
$382K 0.02%
4,324
-380
171
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2,727
-127
172
$380K 0.02%
9,493
+432
173
$372K 0.02%
6,896
+332
174
$359K 0.02%
9,268
-341
175
$359K 0.02%
2,131
+30
5 6
7
8 9