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
351
$106K ﹤0.01%
5,706
352
$105K ﹤0.01%
235
353
$105K ﹤0.01%
2,251
354
$105K ﹤0.01%
1,500
355
$103K ﹤0.01%
3,107
-273
356
$102K ﹤0.01%
1,974
357
$101K ﹤0.01%
2,548
-1,743
358
$99.7K ﹤0.01%
600
359
$98.5K ﹤0.01%
6,510
+100
360
$95.4K ﹤0.01%
335
-62
361
$94.9K ﹤0.01%
586
362
$94.3K ﹤0.01%
656
-3
363
$92.7K ﹤0.01%
730
364
$92.5K ﹤0.01%
1,023
365
$92.4K ﹤0.01%
1,415
366
$91.8K ﹤0.01%
266
+28
367
$91.6K ﹤0.01%
208
-14
368
$90.2K ﹤0.01%
876
369
$89.8K ﹤0.01%
3,500
370
$87.2K ﹤0.01%
2,992
371
$85.8K ﹤0.01%
+1,650
372
$84.8K ﹤0.01%
2,075
373
$84.2K ﹤0.01%
1,500
374
$83.7K ﹤0.01%
6,678
-542
375
$82.2K ﹤0.01%
1,100
-331
13 14
15
16 17