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
$1.42B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.27M
3
+$6.03M
4
AMZN icon
Amazon
AMZN
+$4.89M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

1
+$11.9M
2
+$9.07M
3
+$4.33M
4
MDT icon
Medtronic
MDT
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.93M

Sector Composition

1 Financials 17.31%
2 Healthcare 14.38%
3 Technology 13.82%
4 Industrials 11.14%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.5M 1.38%
299,168
-5,194
27
$19.3M 1.36%
79
+1
28
$18.6M 1.31%
108,545
+2,087
29
$17.8M 1.26%
250,859
-5,370
30
$17.6M 1.24%
316,814
+5,565
31
$17.5M 1.23%
464,842
+16,298
32
$17.4M 1.22%
151,140
+39,575
33
$17M 1.2%
292,917
+7,435
34
$16M 1.13%
98,962
+3,337
35
$15.9M 1.12%
155,160
+9,309
36
$14.5M 1.02%
38,117
+865
37
$14.3M 1%
91,121
+4,137
38
$13.9M 0.98%
247,321
-7,740
39
$13.8M 0.98%
119,650
+62,528
40
$12.4M 0.87%
92,170
+8,348
41
$12.3M 0.87%
233,806
+49,402
42
$12.3M 0.86%
138,819
-498
43
$12.2M 0.86%
587,124
+43,848
44
$12M 0.85%
152,524
-18,557
45
$11.5M 0.81%
166,099
+4,278
46
$11.4M 0.8%
375,952
+87,469
47
$10.9M 0.77%
142,781
-35,957
48
$10.5M 0.74%
449,945
+17,732
49
$10.4M 0.73%
123,490
+1,761
50
$10.2M 0.72%
84,047
+4,230
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