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
$1.67B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.34M
3
+$8.11M
4
BAC icon
Bank of America
BAC
+$5.57M
5
MCD icon
McDonald's
MCD
+$5.09M

Top Sells

1
+$8.37M
2
+$6.46M
3
+$5.01M
4
CRM icon
Salesforce
CRM
+$4.23M
5
NGG icon
National Grid
NGG
+$2.94M

Sector Composition

1 Technology 17.48%
2 Financials 15.07%
3 Healthcare 13.79%
4 Consumer Discretionary 11.2%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$340K 0.02%
341
-280
202
$338K 0.02%
7,267
+555
203
$337K 0.02%
5,320
-2,350
204
$329K 0.02%
2,425
+83
205
$329K 0.02%
1,763
206
$325K 0.02%
10,000
207
– –
0
208
$313K 0.02%
3,133
-260
209
$303K 0.02%
5,000
210
$302K 0.02%
5,594
-3,038
211
$284K 0.02%
6,185
-515
212
$284K 0.02%
5,664
-1,250
213
$281K 0.02%
2,508
-205
214
$279K 0.02%
6,992
-2,859
215
$278K 0.02%
2,958
-140
216
$274K 0.02%
268
-30
217
$274K 0.02%
5,431
-525
218
$266K 0.02%
3,647
+47
219
$260K 0.02%
759
-107
220
$258K 0.02%
4,153
+34
221
$253K 0.02%
2,039
222
$246K 0.01%
+3,216
223
$243K 0.01%
+5,570
224
$241K 0.01%
1,497
-222
225
$241K 0.01%
2,310
-145
7 8
9
10 11