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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

Sector Composition

1 Technology 21.96%
2 Financials 13.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.53%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.01%
4,225
-79
227
$317K 0.01%
1,474
-54
228
$311K 0.01%
2,237
229
$307K 0.01%
3,466
230
$303K 0.01%
3,000
231
$300K 0.01%
6,000
232
$296K 0.01%
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233
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4,558
234
$284K 0.01%
8,047
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235
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-245
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237
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238
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239
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240
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241
$261K 0.01%
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242
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243
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244
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245
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246
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247
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3,020
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248
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921
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249
$249K 0.01%
5,049
-3,208
250
$249K 0.01%
3,386
8 9
10
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