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
376
$81.7K ﹤0.01%
184
377
$80.8K ﹤0.01%
1,212
378
$80.3K ﹤0.01%
1,225
379
$78.8K ﹤0.01%
911
380
$78.5K ﹤0.01%
842
381
$77.4K ﹤0.01%
1,950
382
$77.4K ﹤0.01%
8,400
383
$76K ﹤0.01%
1,000
384
$75.3K ﹤0.01%
5,220
-100,000
385
$75.1K ﹤0.01%
950
386
$74.4K ﹤0.01%
717
387
$72.9K ﹤0.01%
160
-14
388
$72.8K ﹤0.01%
943
-307
389
$72.1K ﹤0.01%
935
-206
390
$71.1K ﹤0.01%
624
391
$71K ﹤0.01%
2,026
-326
392
$70.8K ﹤0.01%
3,945
393
$70.3K ﹤0.01%
750
394
$70.2K ﹤0.01%
132
395
$70K ﹤0.01%
1,975
396
$67.9K ﹤0.01%
1,526
-74
397
$67K ﹤0.01%
2,000
-116
398
$66.5K ﹤0.01%
958
399
$65.9K ﹤0.01%
889
400
$65.8K ﹤0.01%
336
-400
14 15
16
17 18