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
326
$133K 0.01%
650
-33
327
$132K 0.01%
771
-30
328
$132K 0.01%
49
-14
329
$129K 0.01%
1,148
-172
330
$122K 0.01%
2,080
331
$119K 0.01%
1,950
332
$119K 0.01%
1,569
-713
333
$118K 0.01%
1,030
334
$117K 0.01%
472
335
$117K 0.01%
2,331
+2,056
336
$116K 0.01%
2,717
337
$116K 0.01%
1,080
-687
338
$115K 0.01%
2,557
-75
339
$114K 0.01%
618
-39
340
$113K 0.01%
1,930
-2,639
341
$113K 0.01%
1,760
342
$113K 0.01%
157
343
$111K 0.01%
4,219
+250
344
$110K 0.01%
3,109
-2,331
345
$110K 0.01%
2,385
346
$108K ﹤0.01%
1,590
-14
347
$108K ﹤0.01%
1,743
348
$107K ﹤0.01%
2,461
349
$107K ﹤0.01%
1,885
-3,000
350
$106K ﹤0.01%
1,452
-191
12 13
14
15 16