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
401
$65.3K ﹤0.01%
1,206
-8
402
$65.1K ﹤0.01%
425
403
$65.1K ﹤0.01%
1,168
404
$64.9K ﹤0.01%
534
-12
405
$63.4K ﹤0.01%
608
-194
406
$63.1K ﹤0.01%
1,000
407
$62.9K ﹤0.01%
304
408
$60.9K ﹤0.01%
1,378
409
$60.6K ﹤0.01%
4,084
410
$58.6K ﹤0.01%
814
-95
411
$57.1K ﹤0.01%
490
412
$57K ﹤0.01%
2,000
-63
413
$56.7K ﹤0.01%
678
-358
414
$56.1K ﹤0.01%
242
415
$54.9K ﹤0.01%
545
416
$54.3K ﹤0.01%
1,208
417
$53.9K ﹤0.01%
824
418
$53.4K ﹤0.01%
130
419
$53.3K ﹤0.01%
2,648
-1
420
$53.2K ﹤0.01%
+3,500
421
$52.9K ﹤0.01%
400
422
$52.7K ﹤0.01%
1,000
423
$52.6K ﹤0.01%
500
+200
424
$51.6K ﹤0.01%
593
425
$50.9K ﹤0.01%
+8,680