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
$1.22B
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.1M
3
+$8.04M
4
XOM icon
Exxon Mobil
XOM
+$7.48M
5
PX
Praxair Inc
PX
+$6.94M

Top Sells

1
+$15.8M
2
+$12.5M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$6.69M
5
HXL icon
Hexcel
HXL
+$5.13M

Sector Composition

1 Healthcare 16.3%
2 Technology 15.5%
3 Financials 15.25%
4 Consumer Discretionary 9.83%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.03%
4,623
+45
177
$307K 0.03%
18,975
178
$306K 0.03%
4,609
-2,150
179
$306K 0.03%
4,157
180
$305K 0.03%
5,018
+840
181
$305K 0.03%
1,505
+235
182
$300K 0.02%
5,082
+124
183
$295K 0.02%
5,932
184
$292K 0.02%
2,220
-200
185
$290K 0.02%
3,687
+120
186
$284K 0.02%
12,640
-1,540
187
$281K 0.02%
3,457
+250
188
$279K 0.02%
4,051
+200
189
$276K 0.02%
7,484
190
$275K 0.02%
+2,306
191
$274K 0.02%
6,854
-681
192
$273K 0.02%
2,060
+128
193
$271K 0.02%
1,367
194
$268K 0.02%
1,954
-69
195
$266K 0.02%
5,684
196
$260K 0.02%
+2,020
197
$259K 0.02%
4,043
198
$258K 0.02%
+9,254
199
$253K 0.02%
4,032
200
$243K 0.02%
8,047
-1,269
6 7
8
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