CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Return
28.73%
This Quarter Return
+10.52%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$2.64B
AUM Growth
+$244M
(+10%)
Cap. Flow
+$69.1M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
30.38%
Holding
727
New
40
Increased
101
Reduced
241
Closed
72
Top Buys
| 1 |
NVIDIA
NVDA
|
$41M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$39.6M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$33M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$17.4M |
| 5 |
Eli Lilly
LLY
|
$16.7M |
Top Sells
| 1 |
PayPal
PYPL
|
$13.3M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$12.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$12.3M |
| 4 |
Becton Dickinson
BDX
|
$11.1M |
| 5 |
Adobe
ADBE
|
$9.42M |
Sector Composition
| 1 | Technology | 23.34% |
| 2 | Financials | 12.86% |
| 3 | Healthcare | 10.67% |
| 4 | Consumer Discretionary | 8.33% |
| 5 | Industrials | 7.49% |
