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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.21M
3
+$1.13M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$23.8M
2
+$12.7M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$2.49M
5
CSCO icon
Cisco
CSCO
+$1.53M

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.02%
7,824
-8,175
177
$363K 0.02%
4,701
-1,062
178
$363K 0.02%
5,698
-165
179
$357K 0.02%
3,055
-149
180
$356K 0.02%
4,019
+172
181
$355K 0.02%
1,999
182
$351K 0.02%
2,345
-133
183
$350K 0.02%
2,101
-48
184
$339K 0.02%
6,179
185
$338K 0.02%
5,562
+1,591
186
$330K 0.02%
9,837
-15,671
187
$318K 0.02%
+1,700
188
$317K 0.02%
1,030
189
$315K 0.02%
997
190
$309K 0.02%
2,854
191
$300K 0.02%
7,346
+198
192
$298K 0.02%
9,061
+1,811
193
$296K 0.02%
1,176
-189
194
$296K 0.02%
21,880
-3,040
195
$277K 0.01%
9,609
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196
$276K 0.01%
4,721
-1,479
197
$275K 0.01%
1,660
198
$273K 0.01%
1,885
-253
199
$268K 0.01%
1,822
-800
200
$255K 0.01%
10,621
-66
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8
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