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
476
$28.9K ﹤0.01%
250
477
$28.8K ﹤0.01%
357
478
$28.6K ﹤0.01%
300
479
$28.5K ﹤0.01%
430
480
$28.3K ﹤0.01%
1,358
-123
481
$28.1K ﹤0.01%
12,260
482
$27.7K ﹤0.01%
600
-100
483
$27.6K ﹤0.01%
1,629
484
$27.6K ﹤0.01%
2,763
-314
485
$27.5K ﹤0.01%
700
486
$27K ﹤0.01%
800
+200
487
$26.3K ﹤0.01%
4,186
488
$26.1K ﹤0.01%
480
489
$26K ﹤0.01%
+175
490
$26K ﹤0.01%
2,378
491
$25.9K ﹤0.01%
345
-350
492
$25.9K ﹤0.01%
660
-2,050
493
$25.9K ﹤0.01%
450
-6
494
$25.6K ﹤0.01%
229
-90
495
$25.6K ﹤0.01%
664
496
$25.4K ﹤0.01%
381
497
$25.4K ﹤0.01%
425
-50
498
$25.1K ﹤0.01%
600
499
$25K ﹤0.01%
395
500
$24.9K ﹤0.01%
1,009