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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
KIM icon
526
Kimco Realty
KIM
$17.1B
$16.9K ﹤0.01%
791
CME icon
527
CME Group
CME
$96.1B
$16.8K ﹤0.01%
+80
HOOD icon
528
Robinhood
HOOD
$88.4B
$16.6K ﹤0.01%
1,300
AES icon
529
AES
AES
$10.5B
$16.4K ﹤0.01%
850
JNK icon
530
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$16.1K ﹤0.01%
170
IDR icon
531
Idaho Strategic Resources
IDR
$605M
$15.8K ﹤0.01%
2,500
DXC icon
532
DXC Technology
DXC
$1.43B
$15.7K ﹤0.01%
687
SHW icon
533
Sherwin-Williams
SHW
$79B
$15.6K ﹤0.01%
50
WAB icon
534
Wabtec
WAB
$45.6B
$15.5K ﹤0.01%
122
TIP icon
535
iShares TIPS Bond ETF
TIP
$14.9B
$15.2K ﹤0.01%
141
MDGL icon
536
Madrigal Pharmaceuticals
MDGL
$11.5B
$15K ﹤0.01%
65
GT icon
537
Goodyear
GT
$1.89B
$15K ﹤0.01%
1,050
NVT icon
538
nVent Electric
NVT
$27.3B
$14.6K ﹤0.01%
+247
IAG icon
539
IAMGOLD
IAG
$10.4B
$14.4K ﹤0.01%
5,700
GSK icon
540
GSK
GSK
$105B
$14.4K ﹤0.01%
388
+80
C icon
541
Citigroup
C
$241B
$14.2K ﹤0.01%
277
-268
DKNG icon
542
DraftKings
DKNG
$14.3B
$14.1K ﹤0.01%
400
DFUV icon
543
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$14K ﹤0.01%
377
-121
XENE icon
544
Xenon Pharmaceuticals
XENE
$5.07B
$13.8K ﹤0.01%
+300
BKLN icon
545
Invesco Senior Loan ETF
BKLN
$7.13B
$13.8K ﹤0.01%
650
EXG icon
546
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.94B
$13.7K ﹤0.01%
1,780
XT icon
547
iShares Future Exponential Technologies ETF
XT
$3.96B
$13.7K ﹤0.01%
229
ZBRA icon
548
Zebra Technologies
ZBRA
$11.4B
$13.7K ﹤0.01%
50
-24
MBB icon
549
iShares MBS ETF
MBB
$39.4B
$13.6K ﹤0.01%
145
WELL icon
550
Welltower
WELL
$150B
$13.5K ﹤0.01%
150
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22
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