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
$1.13B
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$9.31M
3 +$3.49M
4
FMC icon
FMC
FMC
+$2.38M
5
VZ icon
Verizon
VZ
+$1.97M

Top Sells

1 +$8.5M
2 +$6.63M
3 +$6.19M
4
CPA icon
Copa Holdings
CPA
+$5.2M
5
ADBE icon
Adobe
ADBE
+$3.53M

Sector Composition

1 Financials 15.99%
2 Technology 14.16%
3 Healthcare 13.64%
4 Energy 9.71%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$134K 0.01%
50,000
202
$78K 0.01%
6,833
203
-2,802
204
-4,326
205
-4,618
206
-5,342
207
-1,980
208
-2,035
209
-5,407
210
-11,006
211
-23
212
-2,933
213
-6,044
214
-1,996
215
-3,574