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
301
$157K 0.01%
2,820
302
$157K 0.01%
5,998
-177
303
$157K 0.01%
558
-33
304
$157K 0.01%
10,493
+3,371
305
$156K 0.01%
4,344
306
$154K 0.01%
1,450
307
$153K 0.01%
4,676
308
$153K 0.01%
3,630
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309
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769
-496
310
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406
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311
$152K 0.01%
1,390
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312
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2,676
313
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1,360
314
$148K 0.01%
380
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315
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1,687
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316
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500
317
$141K 0.01%
1,000
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318
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327
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320
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2,536
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321
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1,681
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322
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3,322
323
$134K 0.01%
11,009
324
$133K 0.01%
4,520
-522
325
$133K 0.01%
277
-65
11 12
13
14 15