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
$2.4B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$7.23M
3 +$6.92M
4
WMT icon
Walmart
WMT
+$4.59M
5
AMT icon
American Tower
AMT
+$4.2M

Top Sells

1 +$13M
2 +$11.3M
3 +$8.22M
4
PANW icon
Palo Alto Networks
PANW
+$6.88M
5
ETN icon
Eaton
ETN
+$4.44M

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
CIEN icon
551
Ciena
CIEN
$24.4B
$13.5K ﹤0.01%
300
AZN icon
552
AstraZeneca
AZN
$260B
$13.5K ﹤0.01%
200
MATW icon
553
Matthews International
MATW
$713M
$13.2K ﹤0.01%
360
GNRC icon
554
Generac Holdings
GNRC
$11.5B
$12.9K ﹤0.01%
100
BAH icon
555
Booz Allen Hamilton
BAH
$12.4B
$12.8K ﹤0.01%
100
-43
DWX icon
556
SPDR S&P International Dividend ETF
DWX
$490M
$12.8K ﹤0.01%
359
ABUS icon
557
Arbutus Biopharma
ABUS
$872M
$12.5K ﹤0.01%
5,000
EFX icon
558
Equifax
EFX
$28.5B
$12.4K ﹤0.01%
50
SNY icon
559
Sanofi
SNY
$121B
$12.3K ﹤0.01%
248
SPDW icon
560
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$12.3K ﹤0.01%
362
MET icon
561
MetLife
MET
$52.4B
$12.2K ﹤0.01%
+185
BDJ icon
562
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.59B
$11.8K ﹤0.01%
1,539
FITB icon
563
Fifth Third Bancorp
FITB
$27.6B
$11.8K ﹤0.01%
341
+66
ORI icon
564
Old Republic International
ORI
$10.4B
$11.5K ﹤0.01%
+390
VLO icon
565
Valero Energy
VLO
$49.8B
$11.3K ﹤0.01%
+87
CERE
566
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
$10.6K ﹤0.01%
+250
AMPX icon
567
Amprius Technologies
AMPX
$1.69B
$10.6K ﹤0.01%
2,000
BEP icon
568
Brookfield Renewable
BEP
$8.23B
$10.6K ﹤0.01%
402
EXPO icon
569
Exponent
EXPO
$3.49B
$10.6K ﹤0.01%
120
TTC icon
570
Toro Company
TTC
$7.3B
$10.6K ﹤0.01%
110
-11
VEU icon
571
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
$10.4K ﹤0.01%
186
SYF icon
572
Synchrony
SYF
$26B
$10.4K ﹤0.01%
272
ICF icon
573
iShares Select U.S. REIT ETF
ICF
$1.96B
$10.3K ﹤0.01%
175
SCI icon
574
Service Corp International
SCI
$11.5B
$10.3K ﹤0.01%
150
PDP icon
575
Invesco Dorsey Wright Momentum ETF
PDP
$1.37B
$10.3K ﹤0.01%
120