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
$2.11B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$14.1M
3
+$10.8M
4
AXP icon
American Express
AXP
+$10.5M
5
DLR icon
Digital Realty Trust
DLR
+$4.59M

Top Sells

1
+$22.6M
2
+$14.3M
3
+$11.3M
4
CVX icon
Chevron
CVX
+$11.1M
5
PYPL icon
PayPal
PYPL
+$9.29M

Sector Composition

1 Technology 22.37%
2 Financials 17.15%
3 Healthcare 12.84%
4 Consumer Discretionary 11.97%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$275K 0.01%
9,953
-668
202
$271K 0.01%
3,963
-758
203
$270K 0.01%
3,050
-1,772
204
$268K 0.01%
1,286
-46
205
$267K 0.01%
875
-122
206
$265K 0.01%
5,807
-127
207
$258K 0.01%
598
-4
208
$250K 0.01%
1,675
-206
209
$246K 0.01%
455
-8
210
$246K 0.01%
5,216
-2,130
211
$243K 0.01%
2,250
212
$240K 0.01%
+5,650
213
$237K 0.01%
+3,250
214
$233K 0.01%
3,470
215
$232K 0.01%
+9,466
216
$228K 0.01%
+2,000
217
$227K 0.01%
4,044
218
$225K 0.01%
736
219
$224K 0.01%
189
+15
220
$223K 0.01%
+6,000
221
$211K 0.01%
+1,181
222
$210K 0.01%
2,831
-1,000
223
$208K 0.01%
3,082
-456
224
$205K 0.01%
+2,472
225
$203K 0.01%
10,541
6 7 8
9
10