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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$268K 0.01%
1,681
-46
252
$266K 0.01%
2,844
-12
253
$262K 0.01%
2,876
-653
254
$260K 0.01%
3,962
-113
255
$259K 0.01%
9,129
+136
256
$258K 0.01%
1,480
-11
257
$258K 0.01%
3,347
258
$253K 0.01%
5,019
259
$253K 0.01%
5,300
260
$248K 0.01%
1,535
+301
261
$248K 0.01%
2,543
-987
262
$245K 0.01%
3,000
-419
263
$244K 0.01%
6,377
-85
264
$240K 0.01%
7,846
265
$239K 0.01%
1,463
+1,222
266
$239K 0.01%
10,000
267
$239K 0.01%
1,407
-50
268
$239K 0.01%
1,742
+932
269
$238K 0.01%
13,717
+3,076
270
$238K 0.01%
15,978
271
$237K 0.01%
980
-125
272
$237K 0.01%
+2,488
273
$237K 0.01%
4,885
274
$235K 0.01%
3,442
275
$234K 0.01%
1,924
+180
9 10
11
12 13