CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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 +$11.2M
2 +$7.59M
3 +$5.92M
4
WMT icon
Walmart Inc
WMT
+$4.62M
5
AMT icon
American Tower
AMT
+$3.68M

Top Sells

1 +$11.7M
2 +$9.71M
3 +$8.57M
4
PANW icon
Palo Alto Networks
PANW
+$6.24M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.46M

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
ISRG icon
501
Intuitive Surgical
ISRG
$172B
$21.6K ﹤0.01%
64
WHR icon
502
Whirlpool
WHR
$3.63B
$21.3K ﹤0.01%
175
TROX icon
503
Tronox
TROX
$1.06B
$21.2K ﹤0.01%
1,500
MSCI icon
504
MSCI
MSCI
$40.4B
$20.9K ﹤0.01%
37
-3
HNI icon
505
HNI Corp
HNI
$2.82B
$20.9K ﹤0.01%
500
LECO icon
506
Lincoln Electric
LECO
$14.2B
$20.9K ﹤0.01%
96
SCHH icon
507
Schwab US REIT ETF
SCHH
$9.44B
$20.7K ﹤0.01%
1,000
ALLE icon
508
Allegion
ALLE
$12.6B
$20.3K ﹤0.01%
160
FIVE icon
509
Five Below
FIVE
$11.7B
$19.6K ﹤0.01%
92
EVRG icon
510
Evergy
EVRG
$19.2B
$19.6K ﹤0.01%
375
IRBT
511
DELISTED
iRobot
IRBT
$19.4K ﹤0.01%
500
-500
GS icon
512
Goldman Sachs
GS
$236B
$19.3K ﹤0.01%
50
-41
FTNT icon
513
Fortinet
FTNT
$62.5B
$19K ﹤0.01%
325
+75
XEL icon
514
Xcel Energy
XEL
$50.9B
$18.6K ﹤0.01%
300
-13
BLDP
515
Ballard Power Systems
BLDP
$761M
$18.5K ﹤0.01%
5,000
KLG
516
DELISTED
WK Kellogg Co
KLG
$18.4K ﹤0.01%
+1,400
CHX
517
DELISTED
ChampionX
CHX
$18.3K ﹤0.01%
625
CPRT icon
518
Copart
CPRT
$32.6B
$18.2K ﹤0.01%
+372
LW icon
519
Lamb Weston
LW
$5.54B
$17.9K ﹤0.01%
166
AKAM icon
520
Akamai
AKAM
$15.3B
$17.8K ﹤0.01%
150
SCHG icon
521
Schwab US Large-Cap Growth ETF
SCHG
$49.9B
$17.2K ﹤0.01%
828
OGN icon
522
Organon & Co
OGN
$1.65B
$17.1K ﹤0.01%
1,185
-10
LEDS icon
523
SemiLEDS
LEDS
$11.5M
$17K ﹤0.01%
12,260
NTR icon
524
Nutrien
NTR
$37.4B
$16.9K ﹤0.01%
300
DXCM icon
525
DexCom
DXCM
$25.5B
$16.9K ﹤0.01%
136