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
$1.9B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.9M
3
+$10.4M
4
CVX icon
Chevron
CVX
+$8.95M
5
WMT icon
Walmart
WMT
+$7.21M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$6.91M
4
HXL icon
Hexcel
HXL
+$5.33M
5
TEAM icon
Atlassian
TEAM
+$4.43M

Sector Composition

1 Technology 22.14%
2 Financials 15.55%
3 Healthcare 13.65%
4 Consumer Discretionary 12.8%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.01%
9,369
-18,075
202
$273K 0.01%
7,250
-1,512
203
$271K 0.01%
2,952
-75
204
$267K 0.01%
+685
205
$266K 0.01%
44,000
206
$264K 0.01%
5,940
-221
207
$261K 0.01%
+602
208
$260K 0.01%
3,971
-695
209
$258K 0.01%
1,660
-105
210
$257K 0.01%
10,687
-2,502
211
$254K 0.01%
+2,922
212
$250K 0.01%
+3,115
213
$248K 0.01%
+1,621
214
$248K 0.01%
8,659
-3,957
215
$247K 0.01%
2,095
-939
216
$247K 0.01%
+1,320
217
$244K 0.01%
+6,330
218
$238K 0.01%
6,421
-1,109
219
$238K 0.01%
+1,881
220
$235K 0.01%
2,004
-809
221
$233K 0.01%
+6,501
222
$233K 0.01%
+1,365
223
$227K 0.01%
+2,292
224
$226K 0.01%
+376
225
$226K 0.01%
+4,412
7 8
9
10 11