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
451
$65K ﹤0.01%
900
-350
452
$64K ﹤0.01%
261
+104
453
$64K ﹤0.01%
717
-66
454
$63K ﹤0.01%
521
+59
455
$63K ﹤0.01%
1,493
456
$63K ﹤0.01%
571
-1,250
457
$62K ﹤0.01%
600
458
$62K ﹤0.01%
353
-8
459
$61K ﹤0.01%
1,329
460
$60K ﹤0.01%
1,280
-300
461
$59K ﹤0.01%
909
-149
462
$59K ﹤0.01%
194
463
$59K ﹤0.01%
1,025
+486
464
$59K ﹤0.01%
238
-6
465
$58K ﹤0.01%
593
466
$58K ﹤0.01%
1,400
-5,090
467
$57K ﹤0.01%
1,234
-233
468
$57K ﹤0.01%
842
469
$57K ﹤0.01%
540
-74
470
$56K ﹤0.01%
1,225
471
$56K ﹤0.01%
+425
472
$55K ﹤0.01%
545
473
$55K ﹤0.01%
134
+15
474
$54K ﹤0.01%
+562
475
$54K ﹤0.01%
1,538
17 18
19
20 21