CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Est. Return
28.73%
This Fund
S&P 500
1 Year Est. Return
+28.73%
AUM
$2.4B
AUM Growth
+$230M
(+11%)
Holding
755
Top Buys
| 1 | +$11.2M | |
| 2 | +$7.59M | |
| 3 | +$5.92M | |
| 4 |
Walmart Inc
WMT
|
+$4.62M |
| 5 |
American Tower
AMT
|
+$3.68M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$9.71M | |
| 3 | +$8.57M | |
| 4 |
Palo Alto Networks
PANW
|
+$6.24M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$4.46M |
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 | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$233B
| $28.8M | 1.2% |
97,043
+488
|
|
||
|
27
Palo Alto Networks
PANW
$137B
| $28.2M | 1.17% |
191,026
-46,650
|
|
||
28
Prologis
PLD
$125B
| $28.1M | 1.17% |
211,074
+2,060
|
|
||
29
Home Depot
HD
$342B
| $27.7M | 1.15% |
79,933
+22
|
|
||
30
Waste Management
WM
$95.4B
| $26.7M | 1.11% |
148,831
-841
|
|
||
31
Merck
MRK
$285B
| $25.7M | 1.07% |
235,718
-267
|
|
||
32
ServiceNow
NOW
$120B
| $24.7M | 1.03% |
174,960
+2,600
|
|
||
33
Bank of America
BAC
$339B
| $23.9M | 1% |
710,027
+35,789
|
|
||
34
Salesforce
CRM
$182B
| $22.6M | 0.94% |
85,748
-3,125
|
|
||
35
Lowe's Companies
LOW
$136B
| $20.3M | 0.85% |
91,148
+1,141
|
|
||
36
lululemon athletica
LULU
$18.8B
| $19.7M | 0.82% |
38,621
+1,979
|
|
||
37
Ecolab
ECL
$77.1B
| $19.1M | 0.8% |
96,506
+302
|
|
||
|
38
American Tower
AMT
$86.2B
| $18.8M | 0.78% |
86,915
+19,450
|
|
||
|
39
Bristol-Myers Squibb
BMY
$122B
| $18.4M | 0.77% |
358,307
-84,966
|
|
||
40
Meta Platforms (Facebook)
META
$1.59T
| $18.2M | 0.76% |
51,475
+2,434
|
|
||
41
Verisk Analytics
VRSK
$28.2B
| $18.1M | 0.76% |
75,981
-2,308
|
|
||
42
Mondelez International
MDLZ
$73.2B
| $18M | 0.75% |
247,915
+938
|
|
||
|
CATC
43
DELISTED
CAMBRIDGE BANCORP
CATC
| $17.7M | 0.74% |
255,650
-17,187
|
|
||
44
Intercontinental Exchange
ICE
$91.4B
| $17.6M | 0.73% |
136,898
+1,370
|
|
||
45
O'Reilly Automotive
ORLY
$75.7B
| $17.4M | 0.72% |
274,560
+1,875
|
|
||
46
Chevron
CVX
$390B
| $17.3M | 0.72% |
116,207
+388
|
|
||
47
Coca-Cola
KO
$335B
| $17.3M | 0.72% |
293,702
-17,279
|
|
||
48
Danaher
DHR
$135B
| $17.2M | 0.72% |
74,438
-8,137
|
|
||
49
Progressive
PGR
$120B
| $17.2M | 0.72% |
107,862
+1,615
|
|
||
50
Becton Dickinson
BDX
$45.6B
| $16.7M | 0.7% |
68,631
+39
|
|