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
$1B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$8.95M
3 +$8.88M
4
FCX icon
Freeport-McMoran
FCX
+$7.52M
5
IBB icon
iShares Biotechnology ETF
IBB
+$6.27M

Top Sells

1 +$24.7M
2 +$11.7M
3 +$8.88M
4
TRV icon
Travelers Companies
TRV
+$8.48M
5
TGT icon
Target
TGT
+$7.48M

Sector Composition

1 Technology 14.09%
2 Financials 13.33%
3 Healthcare 12.99%
4 Energy 10.84%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.02%
7,825
177
$137K 0.01%
14,700
178
$108K 0.01%
16,871
179
$108K 0.01%
15,799
180
$80K 0.01%
50,000
181
-2,639
182
-2,882
183
-1,790
184
-4,654
185
-3,699
186
-2,086
187
-190,161
188
-444,108