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
$3.1B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.8M
3
+$18.7M
4
BKNG icon
Booking.com
BKNG
+$13.7M
5
CATC
CAMBRIDGE BANCORP
CATC
+$11.7M

Top Sells

1
+$15.6M
2
+$12.2M
3
+$11.8M
4
DIS icon
Walt Disney
DIS
+$7.43M
5
ADP icon
Automatic Data Processing
ADP
+$3.95M

Sector Composition

1 Technology 20.32%
2 Financials 15.77%
3 Healthcare 10.85%
4 Consumer Discretionary 10.35%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$493K 0.02%
4,100
+985
227
$492K 0.02%
4,481
-501
228
$489K 0.02%
+61,000
229
$485K 0.02%
+2,250
230
$474K 0.02%
4,084
+5
231
$473K 0.02%
+10,000
232
$473K 0.02%
+2,020
233
$469K 0.02%
6,405
-1,738
234
$459K 0.01%
5,167
+188
235
$455K 0.01%
+5,595
236
$452K 0.01%
+10,831
237
$451K 0.01%
7,450
+2,556
238
$447K 0.01%
1,114
+164
239
$447K 0.01%
+2,030
240
$444K 0.01%
7,021
+1,634
241
$438K 0.01%
3,565
+1,720
242
$433K 0.01%
29,200
243
$431K 0.01%
2,303
-189
244
$420K 0.01%
+3,254
245
$416K 0.01%
633
+159
246
$407K 0.01%
7,326
247
$407K 0.01%
+4,806
248
$407K 0.01%
5,616
+554
249
$402K 0.01%
6,023
-456
250
$397K 0.01%
1,500
-100
8 9
10
11 12