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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$53K ﹤0.01%
1,000
477
$53K ﹤0.01%
871
-95
478
$51K ﹤0.01%
2,649
-1,322
479
$50K ﹤0.01%
3,945
480
$50K ﹤0.01%
958
481
$50K ﹤0.01%
1,500
482
$50K ﹤0.01%
1,841
+157
483
$50K ﹤0.01%
900
484
$50K ﹤0.01%
4,790
-441
485
$49K ﹤0.01%
1,082
-397
486
$49K ﹤0.01%
856
-36
487
$49K ﹤0.01%
383
488
$48K ﹤0.01%
420
-152
489
$47K ﹤0.01%
1,078
490
$47K ﹤0.01%
200
491
$46K ﹤0.01%
700
492
$45K ﹤0.01%
248
-134
493
$45K ﹤0.01%
92
-23
494
$45K ﹤0.01%
1,265
495
$45K ﹤0.01%
550
496
$44K ﹤0.01%
+694
497
$44K ﹤0.01%
888
+114
498
$44K ﹤0.01%
8,400
499
$43K ﹤0.01%
223
-262
500
$43K ﹤0.01%
1,634
18 19
20
21 22