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
$2.4B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$7.23M
3 +$6.92M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$4.59M
5
AMT icon
American Tower
AMT
+$4.2M

Top Sells

1 +$13M
2 +$11.3M
3 +$8.22M
4
PANW icon
Palo Alto Networks
PANW
+$6.88M
5
ETN icon
Eaton
ETN
+$4.44M

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
$198B
$21.6K ﹤0.01%
64
WHR icon
502
Whirlpool
WHR
$4.34B
$21.3K ﹤0.01%
175
TROX icon
503
Tronox
TROX
$702M
$21.2K ﹤0.01%
1,500
MSCI icon
504
MSCI
MSCI
$41.4B
$20.9K ﹤0.01%
37
-3
HNI icon
505
HNI Corp
HNI
$1.91B
$20.9K ﹤0.01%
500
LECO icon
506
Lincoln Electric
LECO
$13.4B
$20.9K ﹤0.01%
96
SCHH icon
507
Schwab US REIT ETF
SCHH
$8.56B
$20.7K ﹤0.01%
1,000
ALLE icon
508
Allegion
ALLE
$13.8B
$20.3K ﹤0.01%
160
FIVE icon
509
Five Below
FIVE
$10.1B
$19.6K ﹤0.01%
92
EVRG icon
510
Evergy
EVRG
$17B
$19.6K ﹤0.01%
375
IRBT icon
511
iRobot
IRBT
$37.6M
$19.4K ﹤0.01%
500
-500
GS icon
512
Goldman Sachs
GS
$267B
$19.3K ﹤0.01%
50
-41
FTNT icon
513
Fortinet
FTNT
$61.1B
$19K ﹤0.01%
325
+75
XEL icon
514
Xcel Energy
XEL
$44.8B
$18.6K ﹤0.01%
300
-13
BLDP
515
Ballard Power Systems
BLDP
$791M
$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
$37.4B
$18.2K ﹤0.01%
+372
LW icon
519
Lamb Weston
LW
$8.31B
$17.9K ﹤0.01%
166
AKAM icon
520
Akamai
AKAM
$12.4B
$17.8K ﹤0.01%
150
SCHG icon
521
Schwab US Large-Cap Growth ETF
SCHG
$52B
$17.2K ﹤0.01%
828
OGN icon
522
Organon & Co
OGN
$1.83B
$17.1K ﹤0.01%
1,185
-10
LEDS icon
523
SemiLEDS
LEDS
$14.9M
$17K ﹤0.01%
12,260
NTR icon
524
Nutrien
NTR
$29.9B
$16.9K ﹤0.01%
300
DXCM icon
525
DexCom
DXCM
$25.6B
$16.9K ﹤0.01%
136