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
$2.4B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$7.23M
3 +$6.92M
4
WMT icon
Walmart
WMT
+$4.59M
5
AMT icon
American Tower
AMT
+$4.2M

Top Sells

1 +$13M
2 +$11.3M
3 +$8.22M
4
PANW icon
Palo Alto Networks
PANW
+$6.88M
5
ETN icon
Eaton
ETN
+$4.44M

Sector Composition

1 Technology 23.42%
2 Financials 13.58%
3 Healthcare 10.95%
4 Consumer Discretionary 8.27%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTVA icon
376
Corteva
CTVA
$43.1B
$73.7K ﹤0.01%
1,538
-7,563
SWK icon
377
Stanley Black & Decker
SWK
$10.9B
$73.6K ﹤0.01%
750
MPC icon
378
Marathon Petroleum
MPC
$59.6B
$72.7K ﹤0.01%
490
STT icon
379
State Street
STT
$32.3B
$72.2K ﹤0.01%
932
-145
HP icon
380
Helmerich & Payne
HP
$2.55B
$71.5K ﹤0.01%
1,975
GILD icon
381
Gilead Sciences
GILD
$150B
$70.9K ﹤0.01%
875
TMP icon
382
Tompkins Financial
TMP
$933M
$70.3K ﹤0.01%
1,168
RSG icon
383
Republic Services
RSG
$69.7B
$70.1K ﹤0.01%
425
WY icon
384
Weyerhaeuser
WY
$17.2B
$69.5K ﹤0.01%
2,000
CI icon
385
Cigna
CI
$81.4B
$68.3K ﹤0.01%
228
-330
TTD icon
386
Trade Desk
TTD
$26.5B
$67.9K ﹤0.01%
943
AON icon
387
Aon
AON
$73.6B
$67.5K ﹤0.01%
232
GLW icon
388
Corning
GLW
$73.5B
$66.8K ﹤0.01%
2,194
-832
FN icon
389
Fabrinet
FN
$14.8B
$66.6K ﹤0.01%
350
ZS icon
390
Zscaler
ZS
$50.5B
$66.5K ﹤0.01%
300
HIG icon
391
Hartford Financial Services
HIG
$35.2B
$65.4K ﹤0.01%
814
-20
PKG icon
392
Packaging Corp of America
PKG
$19.2B
$65.2K ﹤0.01%
400
PAGP icon
393
Plains GP Holdings
PAGP
$3.52B
$65.1K ﹤0.01%
4,084
IR icon
394
Ingersoll Rand
IR
$31.9B
$63.7K ﹤0.01%
824
EFG icon
395
iShares MSCI EAFE Growth ETF
EFG
$11.6B
$63.7K ﹤0.01%
658
-367
VNQ icon
396
Vanguard Real Estate ETF
VNQ
$34.5B
$63.7K ﹤0.01%
721
+43
XIFR
397
XPLR Infrastructure LP
XIFR
$949M
$63.3K ﹤0.01%
2,080
OEF icon
398
iShares S&P 100 ETF
OEF
$27.2B
$62.3K ﹤0.01%
279
VB icon
399
Vanguard Small-Cap ETF
VB
$68B
$62.1K ﹤0.01%
291
SBAC icon
400
SBA Communications
SBAC
$21.1B
$61.4K ﹤0.01%
242