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
251
$202K 0.01%
2,017
252
$197K 0.01%
22,362
+3,657
253
$180K 0.01%
11,850
-6,025
254
$167K 0.01%
10,100
255
$157K 0.01%
12,929
+475
256
$156K 0.01%
+10,479
257
$153K 0.01%
11,180
-4,000
258
$115K 0.01%
12,000
259
– –
-14,175
260
– –
-116,682
261
– –
-2,952
262
– –
-3,924
263
– –
-28,692
264
– –
-12,072
265
– –
-15,000
266
– –
-1,938
267
– –
-3,180
268
– –
-5,000
269
– –
-6,851
270
– –
-10,000
7 8 9 10
11