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
501
$43K ﹤0.01%
1,269
-123
502
$43K ﹤0.01%
389
-17
503
$42K ﹤0.01%
386
504
$42K ﹤0.01%
250
505
$42K ﹤0.01%
984
506
$42K ﹤0.01%
4,084
507
$41K ﹤0.01%
1,604
508
$41K ﹤0.01%
500
509
$41K ﹤0.01%
474
+24
510
$40K ﹤0.01%
2,001
-399
511
$40K ﹤0.01%
490
512
$40K ﹤0.01%
783
+63
513
$40K ﹤0.01%
503
+355
514
$39K ﹤0.01%
1,130
515
$39K ﹤0.01%
650
516
$39K ﹤0.01%
821
517
$38K ﹤0.01%
3,500
518
$38K ﹤0.01%
98
-6
519
$37K ﹤0.01%
658
520
$37K ﹤0.01%
350
521
$37K ﹤0.01%
1,000
522
$37K ﹤0.01%
235
523
$37K ﹤0.01%
303
524
$37K ﹤0.01%
350
-497
525
$37K ﹤0.01%
2,808
19 20
21
22 23