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
$965M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$31.5M
2 +$29.2M
3 +$28.5M
4
PNC icon
PNC Financial Services
PNC
+$28.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.7%
2 Technology 13.34%
3 Healthcare 12.94%
4 Energy 10.26%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$87K 0.01%
+50,000
177
$55K 0.01%
+15,799