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
501
$24.3K ﹤0.01%
334
502
$24.1K ﹤0.01%
250
503
$24K ﹤0.01%
490
504
$23.8K ﹤0.01%
461
505
$23.7K ﹤0.01%
165
506
$23.6K ﹤0.01%
365
-235
507
$23.6K ﹤0.01%
100
508
$23K ﹤0.01%
154
509
$23K ﹤0.01%
1,227
510
$22.9K ﹤0.01%
200
-17
511
$22.7K ﹤0.01%
400
512
$22.6K ﹤0.01%
1,208
513
$22.5K ﹤0.01%
679
514
$22.4K ﹤0.01%
450
515
$22.3K ﹤0.01%
500
516
$21.9K ﹤0.01%
375
517
$21.9K ﹤0.01%
74
518
$21.9K ﹤0.01%
64
519
$21.8K ﹤0.01%
5,000
520
$21.3K ﹤0.01%
360
+60
521
$21.2K ﹤0.01%
155
522
$21.2K ﹤0.01%
250
523
$21K ﹤0.01%
280
-283
524
$20.5K ﹤0.01%
224
-43
525
$20.4K ﹤0.01%
2,350
19 20
21
22 23