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
$2.4B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$7.23M
3 +$6.92M
4
WMT icon
Walmart
WMT
+$4.59M
5
AMT icon
American Tower
AMT
+$4.2M

Top Sells

1 +$13M
2 +$11.3M
3 +$8.22M
4
PANW icon
Palo Alto Networks
PANW
+$6.88M
5
ETN icon
Eaton
ETN
+$4.44M

Sector Composition

1 Technology 23.42%
2 Financials 13.58%
3 Healthcare 10.95%
4 Consumer Discretionary 8.27%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTSH icon
451
Cognizant
CTSH
$33.4B
$36.3K ﹤0.01%
480
-935
AEE icon
452
Ameren
AEE
$28.4B
$36.2K ﹤0.01%
500
UUUU icon
453
Energy Fuels
UUUU
$4.79B
$36K ﹤0.01%
5,000
SPG icon
454
Simon Property Group
SPG
$58.7B
$35.7K ﹤0.01%
250
LNC icon
455
Lincoln National
LNC
$7.49B
$34.5K ﹤0.01%
1,280
PGX icon
456
Invesco Preferred ETF
PGX
$3.93B
$34.4K ﹤0.01%
3,000
-897
KHC icon
457
Kraft Heinz
KHC
$30.3B
$34.4K ﹤0.01%
930
CIVI icon
458
Civitas Resources
CIVI
$2.54B
$33.9K ﹤0.01%
496
MRNA icon
459
Moderna
MRNA
$10.7B
$33.2K ﹤0.01%
334
-200
DAR icon
460
Darling Ingredients
DAR
$4.87B
$32.4K ﹤0.01%
650
EG icon
461
Everest Group
EG
$14.6B
$31.8K ﹤0.01%
90
TECK icon
462
Teck Resources
TECK
$20.6B
$31.7K ﹤0.01%
750
XMHQ icon
463
Invesco S&P MidCap Quality ETF
XMHQ
$5.48B
$31.7K ﹤0.01%
357
CELH icon
464
Celsius Holdings
CELH
$16.4B
$31.1K ﹤0.01%
570
+120
DGRO icon
465
iShares Core Dividend Growth ETF
DGRO
$35.7B
$30.2K ﹤0.01%
561
+100
VTRS icon
466
Viatris
VTRS
$12.1B
$29.9K ﹤0.01%
2,760
+20
LQD icon
467
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$29.9K ﹤0.01%
270
ARES icon
468
Ares Management
ARES
$32.7B
$29.7K ﹤0.01%
250
AOA icon
469
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$29.7K ﹤0.01%
430
BHB icon
470
Bar Harbor Bankshares
BHB
$491M
$29.6K ﹤0.01%
1,009
B
471
Barrick Mining
B
$53.7B
$29.5K ﹤0.01%
1,629
LAMR icon
472
Lamar Advertising Co
LAMR
$12.3B
$29.2K ﹤0.01%
275
-50
BHP icon
473
BHP
BHP
$142B
$29K ﹤0.01%
425
SHOP icon
474
Shopify
SHOP
$213B
$28.4K ﹤0.01%
365
IXP icon
475
iShares Global Comm Services ETF
IXP
$688M
$28.3K ﹤0.01%
379