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
551
$32K ﹤0.01%
5,000
552
$32K ﹤0.01%
270
553
$32K ﹤0.01%
2,350
554
$32K ﹤0.01%
400
-27
555
$31K ﹤0.01%
12,260
556
$30K ﹤0.01%
251
557
$30K ﹤0.01%
285
558
$30K ﹤0.01%
1,123
+132
559
$30K ﹤0.01%
990
-300
560
$30K ﹤0.01%
608
-752
561
$30K ﹤0.01%
25
562
$29K ﹤0.01%
261
-455
563
$29K ﹤0.01%
567
564
$28K ﹤0.01%
102
+12
565
$28K ﹤0.01%
1,629
566
$28K ﹤0.01%
3,320
567
$28K ﹤0.01%
+2,378
568
$28K ﹤0.01%
240
569
$27K ﹤0.01%
389
+25
570
$27K ﹤0.01%
192
571
$26K ﹤0.01%
511
572
$26K ﹤0.01%
800
-264
573
$26K ﹤0.01%
165
-19
574
$26K ﹤0.01%
+1,001
575
$26K ﹤0.01%
900
21 22
23
24 25