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
251
$248K 0.01%
1,780
252
$247K 0.01%
10,000
253
$245K 0.01%
23,625
254
$241K 0.01%
1,402
+102
255
$234K 0.01%
1,064
-299
256
$232K 0.01%
93
-2
257
$230K 0.01%
4,436
-623
258
$227K 0.01%
5,299
259
$227K 0.01%
44,000
260
$226K 0.01%
4,950
-820
261
$224K 0.01%
2,320
-560
262
$221K 0.01%
4,190
+2,565
263
$215K 0.01%
1,515
+1,196
264
$214K 0.01%
2,190
265
$214K 0.01%
4,350
-1,054
266
$211K 0.01%
18,229
267
$209K 0.01%
16,000
268
$207K 0.01%
589
+150
269
$207K 0.01%
1,871
-383
270
$207K 0.01%
1,191
271
$203K 0.01%
4,595
272
$202K 0.01%
1,367
-66
273
$196K 0.01%
250
274
$194K 0.01%
6,131
+1,453
275
$194K 0.01%
1,750
-54
9 10
11
12 13