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
276
$193K 0.01%
1,536
-25
277
$191K 0.01%
381
-1
278
$191K 0.01%
4,000
279
$184K 0.01%
2,811
-130
280
$183K 0.01%
1,115
-84
281
$181K 0.01%
2,025
+258
282
$181K 0.01%
7,846
283
$176K 0.01%
6,000
284
$175K 0.01%
1,938
285
$175K 0.01%
5,437
-2,674
286
$170K 0.01%
3,147
287
$169K 0.01%
1,280
288
$165K 0.01%
1,964
+100
289
$164K 0.01%
4,499
290
$163K 0.01%
3,500
291
$162K 0.01%
662
-57
292
$162K 0.01%
1,100
293
$160K 0.01%
1,469
294
$160K 0.01%
418
-259
295
$159K 0.01%
9,887
296
$158K 0.01%
2,180
+700
297
$158K 0.01%
1,022
-129
298
$158K 0.01%
1,439
-168
299
$158K 0.01%
826
+50
300
$157K 0.01%
1,665
10 11
12
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