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
526
$20.3K ﹤0.01%
775
527
$20.3K ﹤0.01%
217
528
$19.8K ﹤0.01%
675
529
$19.5K ﹤0.01%
1,000
530
$19.4K ﹤0.01%
625
531
$19.2K ﹤0.01%
160
-168
532
$19.1K ﹤0.01%
166
533
$19.1K ﹤0.01%
96
-79
534
$19.1K ﹤0.01%
1,500
535
$18.9K ﹤0.01%
250
536
$18.4K ﹤0.01%
687
537
$18.1K ﹤0.01%
92
538
$18K ﹤0.01%
165
-310
539
$18K ﹤0.01%
312
540
$17.6K ﹤0.01%
850
541
$17.6K ﹤0.01%
6
542
$17.5K ﹤0.01%
136
+100
543
$17.4K ﹤0.01%
150
-20
544
$17.4K ﹤0.01%
37
-3
545
$17.2K ﹤0.01%
+498
546
$16.7K ﹤0.01%
513
547
$16.4K ﹤0.01%
200
-137
548
$16.1K ﹤0.01%
50
549
$15.6K ﹤0.01%
600
550
$15.6K ﹤0.01%
170
-113