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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$382K 0.02%
6,104
-267
177
$376K 0.02%
3,204
+591
178
$374K 0.02%
2,478
-2,291
179
$374K 0.02%
1,385
-375
180
$369K 0.02%
1,999
181
$367K 0.02%
1,190
-44
182
$361K 0.02%
2,622
-1,100
183
$357K 0.02%
5,863
-6,485
184
$355K 0.02%
5,837
-334
185
$345K 0.02%
+3,176
186
$344K 0.02%
6,179
-215
187
$341K 0.02%
6,769
-601
188
$326K 0.02%
3,847
+310
189
$324K 0.02%
997
+36
190
$322K 0.02%
2,854
-1,114
191
$318K 0.02%
1,784
-55
192
$315K 0.02%
2,138
-185
193
$312K 0.02%
1,030
194
$311K 0.02%
2,149
-325
195
$308K 0.02%
603
+14
196
$301K 0.02%
3,025
-973
197
$292K 0.02%
+7,148
198
$288K 0.02%
31,500
199
$286K 0.02%
+7,050
200
$280K 0.01%
+24,920
6 7
8
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