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
551
$15.6K ﹤0.01%
791
552
$15.3K ﹤0.01%
360
553
$15.3K ﹤0.01%
300
554
$15.2K ﹤0.01%
141
-705
555
$15K ﹤0.01%
65
556
$15K ﹤0.01%
5,700
557
$14.9K ﹤0.01%
100
-200
558
$14.6K ﹤0.01%
31
559
$14.5K ﹤0.01%
356
560
$14.4K ﹤0.01%
1,050
561
$14.4K ﹤0.01%
+2,000
562
$14.3K ﹤0.01%
200
563
$14.1K ﹤0.01%
1,780
-625
564
$14.1K ﹤0.01%
500
565
$13.7K ﹤0.01%
650
-556
566
$13.5K ﹤0.01%
145
567
$13.5K ﹤0.01%
150
568
$13.4K ﹤0.01%
122
569
$13.4K ﹤0.01%
248
570
$13.3K ﹤0.01%
2,500
571
$13.3K ﹤0.01%
50
572
$13.2K ﹤0.01%
350
-500
573
$13K ﹤0.01%
+213
574
$13K ﹤0.01%
1,300
575
$12.9K ﹤0.01%
974
-296
21 22
23
24 25