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
426
$50.7K ﹤0.01%
402
427
$49.9K ﹤0.01%
+6,402
428
$49.8K ﹤0.01%
3,000
429
$49.6K ﹤0.01%
10,000
430
$49.2K ﹤0.01%
200
-32
431
$49K ﹤0.01%
5,000
432
$48.8K ﹤0.01%
1,370
433
$48.4K ﹤0.01%
1,538
434
$48K ﹤0.01%
325
-25
435
$47.6K ﹤0.01%
350
436
$46.5K ﹤0.01%
116
+55
437
$46.4K ﹤0.01%
721
438
$46.2K ﹤0.01%
490
439
$45.9K ﹤0.01%
131
440
$45.5K ﹤0.01%
350
441
$45.3K ﹤0.01%
1,000
442
$44.9K ﹤0.01%
98
-33
443
$44.3K ﹤0.01%
3,897
444
$44.1K ﹤0.01%
958
-181
445
$43.9K ﹤0.01%
300
446
$42.5K ﹤0.01%
1,375
447
$41.8K ﹤0.01%
250
448
$41.8K ﹤0.01%
735
449
$41.7K ﹤0.01%
562
450
$41.5K ﹤0.01%
650