CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
This Quarter Return
+3.69%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.15B
AUM Growth
+$1.15B
(+2.4%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
231
New
24
Increased
100
Reduced
69
Closed
9
Top Buys
| 1 |
UBS Group
UBS
|
$13.4M |
| 2 |
WFM
Whole Foods Market Inc
WFM
|
$8.47M |
| 3 |
United Parcel Service
UPS
|
$7.78M |
| 4 |
Capri Holdings
CPRI
|
$7.28M |
| 5 |
CSX Corp
CSX
|
$5.86M |
Top Sells
| 1 |
OUBS
USB AG (NEW)
OUBS
|
$15.9M |
| 2 |
Sanofi
SNY
|
$15.8M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$9.57M |
| 4 |
iShares MSCI Germany ETF
EWG
|
$9.05M |
| 5 |
American International
AIG
|
$5.73M |
Sector Composition
| 1 | Financials | 15.87% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.99% |
| 4 | Industrials | 9.27% |
| 5 | Energy | 8.71% |
