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
526
$37K ﹤0.01%
800
-170
527
$37K ﹤0.01%
250
528
$36K ﹤0.01%
369
+168
529
$36K ﹤0.01%
+735
530
$36K ﹤0.01%
600
531
$36K ﹤0.01%
450
532
$35K ﹤0.01%
393
+179
533
$35K ﹤0.01%
975
+300
534
$35K ﹤0.01%
2,000
535
$35K ﹤0.01%
224
+122
536
$35K ﹤0.01%
323
+6
537
$34K ﹤0.01%
+693
538
$34K ﹤0.01%
7,500
539
$34K ﹤0.01%
379
+286
540
$34K ﹤0.01%
130
541
$34K ﹤0.01%
1,000
542
$34K ﹤0.01%
481
-1,058
543
$33K ﹤0.01%
3,500
544
$33K ﹤0.01%
537
545
$33K ﹤0.01%
650
546
$33K ﹤0.01%
14,000
547
$33K ﹤0.01%
607
-80
548
$33K ﹤0.01%
608
549
$33K ﹤0.01%
380
550
$33K ﹤0.01%
+4,186
20 21
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