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
$1.57B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.94M
3
+$8.21M
4
XLNX
Xilinx Inc
XLNX
+$7.56M
5
SLB icon
SLB Ltd
SLB
+$6.82M

Top Sells

1
+$14.6M
2
+$12.1M
3
+$10M
4
MCO icon
Moody's
MCO
+$9.88M
5
META icon
Meta Platforms (Facebook)
META
+$6.57M

Sector Composition

1 Financials 17.63%
2 Technology 17.12%
3 Healthcare 12.73%
4 Industrials 10.11%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$506K 0.03%
+7,967
177
$500K 0.03%
15,003
+2,426
178
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2,930
-1,046
179
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180
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181
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182
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5,365
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183
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-133
184
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+10,295
185
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7,001
-313
186
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187
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188
– –
0
189
$439K 0.03%
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190
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2,259
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191
$426K 0.03%
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192
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194
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195
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196
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197
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198
$397K 0.03%
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199
$393K 0.03%
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200
$386K 0.02%
7,484
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