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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$94K ﹤0.01%
2,461
-315
402
$93K ﹤0.01%
6,135
403
$93K ﹤0.01%
1,870
-5,547
404
$92K ﹤0.01%
1,487
-87
405
$92K ﹤0.01%
313
-275
406
$91K ﹤0.01%
1,500
407
$91K ﹤0.01%
1,742
408
$91K ﹤0.01%
153
409
$90K ﹤0.01%
872
+29
410
$87K ﹤0.01%
1,585
+39
411
$85K ﹤0.01%
1,506
+181
412
$85K ﹤0.01%
1,975
-210
413
$85K ﹤0.01%
962
+489
414
$84K ﹤0.01%
1,168
415
$84K ﹤0.01%
1,140
-69
416
$84K ﹤0.01%
219
-977
417
$81K ﹤0.01%
397
+62
418
$81K ﹤0.01%
4,260
+750
419
$80K ﹤0.01%
1,776
+151
420
$79K ﹤0.01%
2,075
421
$79K ﹤0.01%
5,000
422
$78K ﹤0.01%
1,379
423
$78K ﹤0.01%
911
424
$78K ﹤0.01%
546
425
$78K ﹤0.01%
1,286
-39
15 16
17
18 19