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
601
$20K ﹤0.01%
600
602
$20K ﹤0.01%
770
603
$20K ﹤0.01%
449
604
$20K ﹤0.01%
+2,500
605
$20K ﹤0.01%
1,216
606
$20K ﹤0.01%
72
607
$20K ﹤0.01%
286
608
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609
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112
-11
610
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750
611
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200
+168
612
$19K ﹤0.01%
201
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613
$19K ﹤0.01%
2,405
-918
614
$19K ﹤0.01%
111
-49
615
$18K ﹤0.01%
850
-440
616
$18K ﹤0.01%
+312
617
$18K ﹤0.01%
250
618
$18K ﹤0.01%
250
619
$18K ﹤0.01%
66
620
$18K ﹤0.01%
746
621
$18K ﹤0.01%
191
-469
622
$18K ﹤0.01%
400
623
$18K ﹤0.01%
225
624
$17K ﹤0.01%
246
625
$17K ﹤0.01%
34
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23 24
25
26 27