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
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-2,035
209
– –
-5,407
210
– –
-11,006
211
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-23
212
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-2,933
213
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-6,044
214
– –
-1,996
215
– –
-3,574
5 6 7 8
9