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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Financials 18.05%
2 Technology 14.47%
3 Healthcare 13.3%
4 Industrials 8.25%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.02%
4,099
-1,805
202
$219K 0.02%
3,596
203
$218K 0.02%
6,474
-1,605
204
$217K 0.02%
+1,367
205
$216K 0.02%
+7,084
206
$216K 0.02%
+4,320
207
$209K 0.02%
1,560
-156
208
$208K 0.02%
21,850
209
$207K 0.02%
1,792
-89
210
$206K 0.02%
1,845
-135
211
$205K 0.02%
5,687
-675
212
$204K 0.02%
2,137
-47
213
$204K 0.02%
6,176
214
$202K 0.02%
+3,555
215
$202K 0.02%
+5,001
216
$201K 0.02%
1,611
217
$191K 0.02%
14,175
218
$164K 0.01%
+14,750
219
$156K 0.01%
10,100
220
$74K 0.01%
6,833
221
– –
-7,303
222
– –
-4,000
223
– –
-2,823
224
– –
-2,139
225
– –
-10,292
6 7 8
9
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