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
MCD icon
26
McDonald's
MCD
$220B
$28.8M 1.2%
97,043
+488
PANW icon
27
Palo Alto Networks
PANW
$141B
$28.2M 1.17%
191,026
-46,650
PLD icon
28
Prologis
PLD
$115B
$28.1M 1.17%
211,074
+2,060
HD icon
29
Home Depot
HD
$390B
$27.7M 1.15%
79,933
+22
WM icon
30
Waste Management
WM
$86.8B
$26.7M 1.11%
148,831
-841
MRK icon
31
Merck
MRK
$212B
$25.7M 1.07%
235,718
-267
NOW icon
32
ServiceNow
NOW
$188B
$24.7M 1.03%
34,992
+520
BAC icon
33
Bank of America
BAC
$376B
$23.9M 1%
710,027
+35,789
CRM icon
34
Salesforce
CRM
$231B
$22.6M 0.94%
85,748
-3,125
LOW icon
35
Lowe's Companies
LOW
$137B
$20.3M 0.85%
91,148
+1,141
LULU icon
36
lululemon athletica
LULU
$19.9B
$19.7M 0.82%
38,621
+1,979
ECL icon
37
Ecolab
ECL
$78.5B
$19.1M 0.8%
96,506
+302
AMT icon
38
American Tower
AMT
$89.6B
$18.8M 0.78%
86,915
+19,450
BMY icon
39
Bristol-Myers Squibb
BMY
$88.8B
$18.4M 0.77%
358,307
-84,966
META icon
40
Meta Platforms (Facebook)
META
$1.8T
$18.2M 0.76%
51,475
+2,434
VRSK icon
41
Verisk Analytics
VRSK
$32.5B
$18.1M 0.76%
75,981
-2,308
MDLZ icon
42
Mondelez International
MDLZ
$80.8B
$18M 0.75%
247,915
+938
CATC
43
DELISTED
CAMBRIDGE BANCORP
CATC
$17.7M 0.74%
255,650
-17,187
ICE icon
44
Intercontinental Exchange
ICE
$87.9B
$17.6M 0.73%
136,898
+1,370
ORLY icon
45
O'Reilly Automotive
ORLY
$86.2B
$17.4M 0.72%
274,560
+1,875
CVX icon
46
Chevron
CVX
$308B
$17.3M 0.72%
116,207
+388
KO icon
47
Coca-Cola
KO
$295B
$17.3M 0.72%
293,702
-17,279
DHR icon
48
Danaher
DHR
$150B
$17.2M 0.72%
74,438
-8,137
PGR icon
49
Progressive
PGR
$132B
$17.2M 0.72%
107,862
+1,615
BDX icon
50
Becton Dickinson
BDX
$54.2B
$16.7M 0.7%
68,631
+39