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
26
$27.7M 1.26%
414,663
-6,000
27
$26.8M 1.21%
232,469
-3,613
28
$26.2M 1.19%
151,017
+3,244
29
$26M 1.17%
268,673
+5,144
30
$25.4M 1.15%
367,067
-14,710
31
$25.3M 1.15%
206,334
-3,878
32
$25.3M 1.14%
396,510
-18,330
33
$24M 1.09%
77,381
-2,087
34
$23.9M 1.08%
105,710
-7,242
35
$22.1M 1%
31,952
-609
36
$21.7M 0.98%
359,990
-8,866
37
$21.3M 0.96%
291,581
-5,732
38
$20.5M 0.93%
91,032
-2,142
39
$19.5M 0.88%
74,050
-1,843
40
$19.3M 0.87%
671,751
-40,997
41
$19.2M 0.87%
152,540
-14,383
42
$19.2M 0.87%
34,097
+4,385
43
$19.1M 0.86%
90,263
-7,265
44
$17.9M 0.81%
84,275
-2,232
45
$17.8M 0.81%
95,546
-3,333
46
$17.8M 0.81%
278,870
-8,969
47
$17.7M 0.8%
112,600
-2,927
48
$17.1M 0.78%
152,194
-7,398
49
$16.8M 0.76%
80,982
-7,940
50
$16.5M 0.75%
145,889
-2,967
1
2
3 4 5