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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$9.31M
3
+$3.49M
4
FMC icon
FMC
FMC
+$2.38M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1
+$8.5M
2
+$6.63M
3
+$6.19M
4
CPA icon
Copa Holdings
CPA
+$5.2M
5
ADBE icon
Adobe
ADBE
+$3.53M

Sector Composition

1 Financials 15.99%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.02%
4,754
-7,450
177
$244K 0.02%
2,976
+42
178
$243K 0.02%
+9,060
179
$239K 0.02%
17,430
-2,750
180
$239K 0.02%
2,420
-445
181
$235K 0.02%
4,105
-160
182
$233K 0.02%
3,599
-100
183
$229K 0.02%
7,440
184
$226K 0.02%
+1,375
185
$224K 0.02%
2,525
+25
186
$216K 0.02%
4,891
187
$215K 0.02%
+1,715
188
$214K 0.02%
19,995
-1,335
189
$214K 0.02%
2,839
-410
190
$213K 0.02%
2,630
191
$210K 0.02%
21,850
192
$205K 0.02%
5,280
-1,121
193
$205K 0.02%
2,148
-346
194
$204K 0.02%
+1,756
195
$201K 0.02%
+4,561
196
$194K 0.02%
14,175
197
$194K 0.02%
18,363
-2,445
198
$165K 0.01%
14,750
-2,750
199
$160K 0.01%
15,799
200
$158K 0.01%
10,100
5 6 7
8
9