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
426
$77K ﹤0.01%
1,000
427
$77K ﹤0.01%
242
-49
428
$76K ﹤0.01%
1,585
-1,990
429
$76K ﹤0.01%
1,770
430
$76K ﹤0.01%
663
-106
431
$75K ﹤0.01%
1,300
432
$75K ﹤0.01%
3,675
433
$75K ﹤0.01%
962
-418
434
$74K ﹤0.01%
1,605
-1,361
435
$74K ﹤0.01%
2,352
-1,306
436
$74K ﹤0.01%
1,630
437
$73K ﹤0.01%
1,122
+423
438
$73K ﹤0.01%
400
439
$73K ﹤0.01%
4,190
440
$72K ﹤0.01%
1,062
441
$72K ﹤0.01%
2,166
+40
442
$72K ﹤0.01%
1,920
+500
443
$71K ﹤0.01%
8,000
444
$71K ﹤0.01%
516
+358
445
$71K ﹤0.01%
1,000
446
$70K ﹤0.01%
1,110
447
$69K ﹤0.01%
1,023
+133
448
$68K ﹤0.01%
5,000
449
$66K ﹤0.01%
564
+317
450
$66K ﹤0.01%
648
16 17
18
19 20