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
$1.73B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.4M
3
+$3.79M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.68M
5
VZ icon
Verizon
VZ
+$1.09M

Top Sells

1
+$8.15M
2
+$6.12M
3
+$5.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.25M
5
EL icon
Estee Lauder
EL
+$1.63M

Sector Composition

1 Technology 18.1%
2 Financials 16.94%
3 Healthcare 13.4%
4 Industrials 9.91%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$350K 0.02%
1,400
-100
202
$348K 0.02%
1,961
+750
203
$345K 0.02%
2,122
204
$341K 0.02%
3,743
+100
205
$339K 0.02%
5,000
206
$335K 0.02%
7,688
-450
207
$331K 0.02%
6,817
208
$324K 0.02%
5,435
+135
209
$318K 0.02%
1,763
+125
210
$313K 0.02%
10,000
211
$312K 0.02%
6,853
-1,728
212
$308K 0.02%
5,785
-2,984
213
$299K 0.02%
4,225
+600
214
$289K 0.02%
+836
215
$286K 0.02%
+3,408
216
$283K 0.02%
1,360
-25
217
$281K 0.02%
1,387
+36
218
$278K 0.02%
3,013
219
$268K 0.02%
4,004
+265
220
$267K 0.02%
+3,719
221
$261K 0.02%
2,039
+20
222
$257K 0.01%
9,971
+800
223
$257K 0.01%
866
-1,698
224
$257K 0.01%
4,428
225
$256K 0.01%
3,098
-233
7 8
9
10 11