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
$2.45B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$37.1M
3
+$29.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.1M

Top Sells

1
+$23.1M
2
+$22.9M
3
+$21.9M
4
VZ icon
Verizon
VZ
+$12.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.8M

Sector Composition

1 Technology 18.85%
2 Financials 17.26%
3 Healthcare 10.14%
4 Consumer Discretionary 9.99%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$280K 0.01%
3,557
+726
227
$278K 0.01%
2,485
-203
228
$275K 0.01%
+20,500
229
$275K 0.01%
3,250
230
$274K 0.01%
9,489
-464
231
$273K 0.01%
10,541
232
$265K 0.01%
541
-50
233
$262K 0.01%
+3,944
234
$257K 0.01%
+3,036
235
$256K 0.01%
2,000
236
$252K 0.01%
1,809
-1,159
237
$250K 0.01%
44,000
238
$248K 0.01%
5,167
-640
239
$246K 0.01%
3,370
-100
240
$245K 0.01%
5,650
241
$244K 0.01%
1,566
-109
242
$243K 0.01%
2,250
243
$241K 0.01%
+1,311
244
$241K 0.01%
598
245
$239K 0.01%
721
-15
246
$237K 0.01%
+3,642
247
$233K 0.01%
166
-23
248
$233K 0.01%
+3,576
249
$230K 0.01%
6,000
250
$229K 0.01%
+10,641
7 8 9
10
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