CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Return
28.73%
This Quarter Return
-0.93%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.13B
AUM Growth
-$28.7M
(-2.5%)
Cap. Flow
-$6.67M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
220
New
9
Increased
89
Reduced
80
Closed
13
Top Buys
| 1 |
Medtronic
MDT
|
$9.79M |
| 2 |
Bank of America
BAC
|
$9.31M |
| 3 |
Sanofi
SNY
|
$3.49M |
| 4 |
FMC
FMC
|
$2.38M |
| 5 |
Verizon
VZ
|
$1.97M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$8.5M |
| 2 |
Apple
AAPL
|
$6.63M |
| 3 |
WWAV
The WhiteWave Foods Company
WWAV
|
$6.19M |
| 4 |
Copa Holdings
CPA
|
$5.2M |
| 5 |
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% |
