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
576
$12.9K ﹤0.01%
34
577
$12.8K ﹤0.01%
1,539
578
$12.7K ﹤0.01%
300
579
$12.7K ﹤0.01%
229
580
$12.6K ﹤0.01%
583
-34
581
$12.3K ﹤0.01%
359
582
$12.1K ﹤0.01%
400
583
$12.1K ﹤0.01%
150
584
$11.9K ﹤0.01%
402
585
$11.8K ﹤0.01%
50
586
$11.5K ﹤0.01%
5,000
587
$11.5K ﹤0.01%
500
588
$11.3K ﹤0.01%
300
589
$11.2K ﹤0.01%
110
590
$11.2K ﹤0.01%
100
-113
591
$11.1K ﹤0.01%
189
592
$11K ﹤0.01%
308
-59
593
$10.8K ﹤0.01%
+233
594
$10.6K ﹤0.01%
400
595
$10.6K ﹤0.01%
30
596
$10.4K ﹤0.01%
70
597
$10.1K ﹤0.01%
186
598
$9.72K ﹤0.01%
175
599
$9.72K ﹤0.01%
120
600
$9.69K ﹤0.01%
150