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
$1.42B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.27M
3
+$6.03M
4
AMZN icon
Amazon
AMZN
+$4.89M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

1
+$11.9M
2
+$9.07M
3
+$4.33M
4
MDT icon
Medtronic
MDT
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.93M

Sector Composition

1 Financials 17.31%
2 Healthcare 14.38%
3 Technology 13.82%
4 Industrials 11.14%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$268K 0.02%
2,009
227
$256K 0.02%
9,682
+283
228
$252K 0.02%
5,170
229
$249K 0.02%
3,955
-9,500
230
$248K 0.02%
4,074
-100
231
$242K 0.02%
+4,861
232
$241K 0.02%
1,680
-165
233
$241K 0.02%
+2,501
234
$239K 0.02%
10,000
235
$238K 0.02%
5,395
+550
236
$234K 0.02%
5,032
-770
237
$230K 0.02%
+4,730
238
$230K 0.02%
+8,789
239
$229K 0.02%
+2,130
240
$225K 0.02%
4,046
241
$222K 0.02%
16,495
+1,007
242
$216K 0.02%
2,980
-145
243
$214K 0.02%
6,950
-105
244
$211K 0.01%
2,414
+34
245
$209K 0.01%
+3,735
246
$208K 0.01%
3,187
-340
247
$207K 0.01%
+2,696
248
$207K 0.01%
+1,807
249
$205K 0.01%
+820
250
$204K 0.01%
4,062
-148
7 8 9
10
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