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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.02%
2,947
+65
177
$279K 0.02%
6,617
-133,552
178
$277K 0.02%
14,895
+62
179
$276K 0.02%
2,430
180
$274K 0.02%
2,021
+20
181
$268K 0.02%
4,000
-75
182
$264K 0.02%
2,435
+80
183
$262K 0.02%
+3,587
184
$256K 0.02%
5,521
+1,161
185
$253K 0.02%
5,220
+210
186
$251K 0.02%
2,827
+157
187
$247K 0.02%
1,786
-878
188
$240K 0.02%
+17,430
189
$240K 0.02%
40,000
-10,000
190
$240K 0.02%
5,865
-1,718
191
$240K 0.02%
2,744
-567
192
$239K 0.02%
7,440
193
$238K 0.02%
1,006
194
$232K 0.02%
4,545
195
$231K 0.02%
+3,667
196
$226K 0.02%
+1,590
197
$226K 0.02%
9,377
+317
198
$226K 0.02%
4,207
199
$226K 0.02%
16,863
200
$225K 0.02%
4,540
-152
6 7
8
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