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
451
$41.3K ﹤0.01%
450
452
$41.3K ﹤0.01%
1,111
+188
453
$41.3K ﹤0.01%
630
454
$40.8K ﹤0.01%
500
455
$40.6K ﹤0.01%
240
456
$39.5K ﹤0.01%
900
457
$38.3K ﹤0.01%
821
458
$36.8K ﹤0.01%
76,741
-17,544
459
$35.8K ﹤0.01%
1,125
460
$35.7K ﹤0.01%
566
-183
461
$35.6K ﹤0.01%
528
-12
462
$35.6K ﹤0.01%
600
463
$34K ﹤0.01%
800
464
$33.2K ﹤0.01%
335
-317
465
$33.1K ﹤0.01%
650
466
$33K ﹤0.01%
100
467
$33K ﹤0.01%
1,280
468
$32.9K ﹤0.01%
2,808
469
$32K ﹤0.01%
658
470
$31.9K ﹤0.01%
+260
471
$31.6K ﹤0.01%
750
472
$31.2K ﹤0.01%
5,000
473
$30.8K ﹤0.01%
90
474
$29.9K ﹤0.01%
481
475
$29.2K ﹤0.01%
270
-550
17 18
19
20 21