CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
+$12.5M
2
+$10.7M
3
+$7.32M
4
LOW icon
Lowe's Companies
LOW
+$5.59M
5
CRM icon
Salesforce
CRM
+$4.91M

Top Sells

1
+$11.2M
2
+$7.53M
3
+$5.07M
4
INTC icon
Intel
INTC
+$3.56M
5
AAPL icon
Apple
AAPL
+$3.13M

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
$219K 0.02%
3,596
202
$218K 0.02%
6,474
-1,605
203
$217K 0.02%
+1,367
204
$216K 0.02%
+7,084
205
$216K 0.02%
+4,320
206
$209K 0.02%
1,560
-156
207
$208K 0.02%
21,850
208
$207K 0.02%
1,792
-89
209
$206K 0.02%
1,845
-135
210
$205K 0.02%
5,687
-675
211
$204K 0.02%
2,137
-47
212
$204K 0.02%
6,176
213
$202K 0.02%
+3,555
214
$202K 0.02%
+5,001
215
$201K 0.02%
1,611
216
$191K 0.02%
14,175
217
$164K 0.01%
+14,750
218
$156K 0.01%
10,100
219
$74K 0.01%
6,833
220
– –
-7,303
221
– –
-4,000
222
– –
-2,823
223
– –
-2,139
224
– –
-10,292
225
– –
-2,300
6 7 8
9
10