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
576
$26K ﹤0.01%
1,227
577
$25K ﹤0.01%
277
-400
578
$25K ﹤0.01%
750
-177
579
$25K ﹤0.01%
104
580
$25K ﹤0.01%
425
+193
581
$25K ﹤0.01%
1,500
582
$25K ﹤0.01%
75
583
$25K ﹤0.01%
5,000
584
$25K ﹤0.01%
168
-700
585
$24K ﹤0.01%
375
-52
586
$24K ﹤0.01%
336
587
$23K ﹤0.01%
+442
588
$23K ﹤0.01%
316
-57
589
$23K ﹤0.01%
500
590
$22K ﹤0.01%
181
+21
591
$22K ﹤0.01%
480
592
$21K ﹤0.01%
499
-1
593
$21K ﹤0.01%
600
594
$21K ﹤0.01%
687
595
$21K ﹤0.01%
2,000
596
$21K ﹤0.01%
610
597
$21K ﹤0.01%
2,135
-167
598
$21K ﹤0.01%
154
-1,346
599
$21K ﹤0.01%
775
600
$21K ﹤0.01%
+1,000
22 23
24
25 26