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
$1.21B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.2M
3
+$7.19M
4
LOW icon
Lowe's Companies
LOW
+$5.25M
5
CRM icon
Salesforce
CRM
+$4.8M

Top Sells

1
+$10.3M
2
+$5.63M
3
+$4.77M
4
INTC icon
Intel
INTC
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.07M

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
1
$42.4M 3.51%
1,350,992
-97,924
2
$34.1M 2.82%
356,492
+209
3
$34.1M 2.82%
298,640
+10,571
4
$31.9M 2.64%
250,181
+56,442
5
$28.5M 2.36%
292,379
-3,624
6
$26.4M 2.19%
608,895
+40,718
7
$25.9M 2.14%
975,600
-20,507
8
$25.8M 2.14%
475,130
-3,676
9
$25.7M 2.13%
309,370
+18,130
10
$25.2M 2.08%
339,623
+16,785
11
$24.1M 2%
577,088
-418
12
$24.1M 1.99%
195,609
-738
13
$23.8M 1.97%
227,371
-498
14
$22.9M 1.9%
266,090
-2,266
15
$22M 1.82%
497,520
-4,537
16
$21.7M 1.8%
351,796
-29,794
17
$21.4M 1.77%
349,759
-1,532
18
$21M 1.73%
366,303
+67
19
$19.6M 1.62%
1,301,835
-8,235
20
$19.3M 1.6%
392,914
-4,905
21
$19.1M 1.58%
1,685,873
-6,695
22
$18.6M 1.54%
212,070
+18,780
23
$18.5M 1.54%
155,089
-2,704
24
$18.3M 1.51%
225,814
-3,384
25
$16.5M 1.37%
972,198
-82,665
1
2 3 4 5