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
$1.15B
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$8.47M
3
+$7.78M
4
CPRI icon
Capri Holdings
CPRI
+$7.28M
5
CSX icon
CSX Corp
CSX
+$5.86M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$9.57M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$9.05M
5
AIG icon
American International
AIG
+$5.73M

Sector Composition

1 Financials 15.87%
2 Technology 14.58%
3 Healthcare 12.99%
4 Industrials 9.27%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.02%
2,556
177
$280K 0.02%
3,273
+434
178
$277K 0.02%
3,134
+158
179
$275K 0.02%
+4,000
180
$273K 0.02%
4,105
181
$271K 0.02%
8,587
-246
182
$259K 0.02%
1,017
+11
183
$259K 0.02%
5,560
-400
184
$259K 0.02%
2,239
-117
185
$255K 0.02%
+7,017
186
$250K 0.02%
1,375
187
$248K 0.02%
3,599
188
$248K 0.02%
2,455
+35
189
$245K 0.02%
+4,795
190
$245K 0.02%
17,430
191
$245K 0.02%
6,676
-8,000
192
$243K 0.02%
1,715
193
$241K 0.02%
10,337
-26,563
194
$241K 0.02%
+4,757
195
$240K 0.02%
13,072
-521,448
196
$240K 0.02%
+1,980
197
$233K 0.02%
4,207
-684
198
$232K 0.02%
+2,460
199
$232K 0.02%
1,772
+16
200
$222K 0.02%
15,799
6 7
8
9 10